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Trustee · Financial Management Network Inc

John J Merwin

CRD 6249352 · Named on Form ADV at one SEC-registered adviser

At a glance

Financial Management Network Inc, an SEC-registered wealth manager based in Mission Viejo, CA with $2.1 billion in regulatory assets, lists John J Merwin on its Form ADV as Trustee.

Firms and roles

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John’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Matthew S. MerwinManaging Partner / Advisory Board Member, Financial Management Network Inc
  • Jeffrey G. MerwinManaging Partner/ttee"/chief Compliance Officer, Financial Management Network Inc
  • Matthew M. MerwinManaging Partner/trustee, Financial Management Network Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.