Jessica L. Merino

MERINO WEALTH MANAGEMENT

GLENVIEW, IL 60026

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CRD#: 4821818

Professional summary

Jessica Lara Merino, CFP®, CIMA® is a registered financial advisor currently at MERINO WEALTH MANAGEMENT located in Glenview, Illinois.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jessica has worked at 5 firms and has passed the Series 66, SIE and Series 7 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 Jessica Lara Merino'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®

CFP^®

Certified Financial Planner

Start date: 2017

CIMA^®

Certified Investment Management Analyst

Experience

Current

February 14, 2022 - Present

MERINO WEALTH MANAGEMENT

Office #1: 2700 Patriot Boulevard Suite 250, Glenview, IL 60026

RIA

CRD#: 317535

GLENVIEW, IL

Past

April 1, 2016 - February 11, 2022

IC ADVISORY SERVICES, INC.

RIA

CRD#: 140190

CHICAGO, IL

Past

April 1, 2016 - February 11, 2022

THE INVESTMENT CENTER, INC.

CRD#: 17839

CHICAGO, IL

Past

October 6, 2004 - April 1, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CHICAGO, IL

Past

September 21, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 21, 2004 - April 1, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CHICAGO, IL

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

California
(6/22/2022)

IAR

Illinois
(2/14/2022)

IAR

Texas
(5/10/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/5/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/20/2004

General Securities Representative Examination

Current Firm

MERINO WEALTH MANAGEMENT

MERINO INCORPORATED | MERINO WEALTH MANAGEMENT | MERINO INCORPORATED DBA MERINO WEALTH MANAGEMENT

CRD#: 317535 / SEC#:

California

Registered Investment Advisory firm - (6/22/2022 Approved)

Illinois

Registered Investment Advisory firm - (2/14/2022 Approved)

Texas

Registered Investment Advisory firm - (4/20/2023 Conditional Restricted)

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Contact information

Main Address

2700 Patriot Boulevard Suite 250, Glenview, IL 60026

Mailing Address

Phone number

(312) 809-1109

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	383
AUM (Assets Under Management)	$ 49,884,206

Red Flags

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

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Jessica L. Merino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Lara Merino's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERINO WEALTH MANAGEMENT

IC ADVISORY SERVICES, INC.

THE INVESTMENT CENTER, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/5/2004

SIE

Date: 10/1/2018

Series 7

Date: 9/20/2004

Current Firm

MERINO WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MERINO WEALTH MANAGEMENT

TRUST BUT VERIFY

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