Profile
Mr. Eric R.
Jonson is Wealth Advisor at Merriman Wealth Management LLC.
Prior to joining Merriman Wealth Management, Mr. Jonson was previously employed as Private Client Advisor aContent Collection E-Learning Modulest Charles Schwab.
Mr. Jonson received his BBA in Finance from University of Washington.
Former positions of Eric Raymond Jonson
| Companies | Position | End |
|---|---|---|
Merriman Wealth Management LLC
Merriman Wealth Management LLC Investment ManagersFinance Merriman seeks to construct well-balanced and globally diversified portfolios based on academic research, with the goal of providing investors with superior risk-adjusted returns. The firm’s two core investment products primarily use mutual funds and exchange-traded funds (ETFs) to help clients achieve their investment objectives. | Portfolio Manager-Equities | 2022-06-30 |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Corporate Officer/Principal | - |
Training of Eric Raymond Jonson
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Finance |
University of Washington
University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merriman Wealth Management LLC
Merriman Wealth Management LLC Investment ManagersFinance Merriman seeks to construct well-balanced and globally diversified portfolios based on academic research, with the goal of providing investors with superior risk-adjusted returns. The firm’s two core investment products primarily use mutual funds and exchange-traded funds (ETFs) to help clients achieve their investment objectives. | Finance |
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