Advisor profile


My approach

Jason Merrill - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Jason Merrill - My approach photo

Areas of focus

  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Investment Management
  • Small Business
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative License
  • Series 65 - Uniform Investment Adviser Law License
  • Series 63 - Uniform Securities Agent State Law License
  • Series 6 - Investment Company Products/Variable Contracts Representative License

Education

  • BBA, Finance, Texas State University, San Marcos, TX, 2002

Interests

  • Spending time with my wife and our 4 little girls (London, Lilly, Lincoln, & Lawson)
  • Kids sports events (tennis, swim, & soccer)
  • Avid Golf & Tennis player
  • Bird Hunting & Spear Fishing
  • Bike Trails
  • Skiing
  • Exercise and Fitness
  • Travel & Adventure (Swam with Sharks & Ran with the Bulls)
  • Houston Professional Sports (Season Ticket Owner)
  • Live Music & Concerts
  • Archaeology
  • Art Galleries & Museums

Previous experience

  • Regional Vice President, Hartford Funds, Houston, TX., 2005-2020
  • Internal Sales Consultant, Van Kampen Funds, Chicago, IL., 2004-2005
  • Financial Analyst, Van Kampen Funds, Houston, TX., 2002-2004