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Est. 2026The front page of wealth managementNew York

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Jeff Chanin

MerrillBoca Raton

At a glance

Jeff Chanin joined Merrill from Wells Fargo with $240 million in assets (our reporting, October 5, 2026). One story in our coverage names them so far.

Firm
Merrill
Team
Boca Raton office team
Assets, as reported
$240MFinancial ADVSR, Oct 5, 2026
Location
Boca Raton
In our coverage
1 story

The record

  1. Joined Merrill from Wells Fargo with $240 million in assets

    Merrill lands Morgan Stanley and Wells Fargo teams with $770 million combined Financial ADVSR

How this page is built

Every line on this page comes from a story that names Jeff Chanin: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated October 5, 2026. All people in our coverage →