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JM

Jeffrey S. Merkow

JSM INVESTMENT MANAGEMENT
SEMINOLE, FL
Some features on this profile are disabled
CRD#: 1237176
JM

Professional summary

Jeffrey Scott Merkow is a registered financial advisor currently at JSM INVESTMENT MANAGEMENT located in Seminole, Florida.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Jeffrey has worked at 12 firms and has passed the Series 65, Series 63, Series 2, Series 3, Series 7, Series 30 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Scott Merkow's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 13, 2026 - Present

JSM INVESTMENT MANAGEMENT

RIA
CRD#: 339002
SEMINOLE, FL
Past

January 16, 2025 - June 30, 2025

FORTIS CAPITAL ADVISORS, LLC

RIA
CRD#: 309709
Seminole, FL
Past

September 16, 2024 - September 27, 2024

FORTIS CAPITAL ADVISORS, LLC

RIA
CRD#: 309709
Tampa, FL
Past

September 19, 2022 - June 13, 2023

EDELMAN FINANCIAL ENGINES

RIA
CRD#: 104510
SEMINOLE, FL
Past

May 11, 2022 - June 13, 2022

SEVERIN INVESTMENTS LLC

RIA
CRD#: 166567
Clearwater, FL
Past

July 29, 2019 - May 20, 2022

INVESTMENT PHILOSOPHER, LLC

RIA
CRD#: 291762
Seminole, FL
Past

August 14, 2018 - May 10, 2019

INVST, LLC

RIA
CRD#: 282863
TAMPA, FL
Past

January 31, 2018 - August 10, 2018

INVESTMENT PHILOSOPHER, LLC

RIA
CRD#: 291762
SEMINOLE, FL
Past

January 2, 2015 - December 31, 2015

INVESTMENT PHILOSOPHER

RIA
CRD#: 173137
ST. PETERSBURG, FL
Past

October 21, 1994 - December 7, 1994

DEVELOPMENT CORPORATION FOR ISRAEL

BD
CRD#: 11148
NEW YORK, NY
Past

May 20, 1987 - March 11, 1988

AMERICAN CAPITAL EQUITIES, INC.

BD
CRD#: 13272
Past

January 16, 1987 - September 30, 1987

T.B. SECURITIES, INC.

BD
CRD#: 14507
Past

December 20, 1984 - March 26, 1985

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

May 23, 1984 - September 26, 1984

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(2/13/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/5/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/6/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 2
Date: 10/7/1994
Non-Member General Securities Examination
General Industry/Product Exam
RR
Series 3
Date: 5/17/1994
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 5/19/1984
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 30
Date: 10/27/2016
NFA Branch Manager Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/8/1987
General Securities Principal Examination

Current Firm

JI
JSM INVESTMENT MANAGEMENT
JSM INVESTMENT MANAGEMENT

CRD#: 339002 / SEC#:

Florida
Registered Investment Advisory firm - (2/13/2026 Approved)
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Contact information

Main Address
Seminole, FL
Mailing Address
Phone number
(727) 492-5255
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

JSM INVESTMENT MANAGEMENT

CRD#: 339002Seminole, FL

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