Cfp® Jeremy Burger Cfa

Jeremy Burger is a CFA and CFP® with over 17 years of experience in the financial industry. Jeremy began their career in 2003 as a Life/LTC Insurance Agent at Synergy Financial Services, Inc. In 2004, they joined Synergy Financial Management as a Financial Advisor and Investment Analyst. Jeremy then moved to Merriman Wealth Management, LLC in 2007, initially working as a Financial Advisor before being promoted to Director of Advisory Services in 2014. In 2017, Jeremy became the CEO of Merriman Wealth Management, where they currently hold this position.

Jeremy Burger CFA, CFP® obtained a Bachelor of Arts (BA) in Business Administration with a focus on Finance and Economics from Seattle Pacific University, where they studied from 2000 to 2004. In addition to their degree, they hold certifications as a Certified Financial Planner (CFP) from the CFP Board and as a Chartered Financial Analyst (CFA) from the CFA Institute.