What departments does Merino Wealth Management have?

Merino Wealth Management has employees across 1 departments including Finance.

What is the largest department at Merino Wealth Management?

The largest department at Merino Wealth Management is Finance with 2 employees.

Where are Merino Wealth Management employees located globally?

Merino Wealth Management has employees across 2 continents and 2 countries including India, United States Of America.

How has Merino Wealth Management's team size changed over time?

Merino Wealth Management's team has remained stable from approximately 2 to 2 employees based on available data.

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Merino Wealth Management Employee Directory

Financial ServicesIllinois, United States2-10 Employees

Merino Wealth Management is a small financial services firm that provides advisory services as a registered investment advisor. Based in Chicago, Illinois, it was founded in 2016 by Jessica Merino, CFP®. It pursues a down-to-earth approach aimed at helping clients achieve financial and life goals while reducing stress and increasing confidence so they can be more present in their lives and businesses.

The practice has developed a specialty in assisting female entrepreneurs who identify as Gen X-ers, Xennials, or Millennials, addressing their specific financial challenges. As a registered investment advisor operating in Illinois and other exempt jurisdictions, Merino Wealth Management offers personalized advisory services to a diverse client base while reflecting its Chicago origins.

Merino Wealth Management Global Highlights

North America
4

United States Of America
4

Asia
1

India
1

Merino Wealth Management's Leadership

J. M.
President And Financial Advisor
Mobile Phone
Email
J. M. C. C.
President And Financial Advisor
Mobile Phone
Email

Merino Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Merino Wealth Management

Name

Title

Contact Info

Location

Last Update

J. M.
President And Financial Advisor
Mobile Phone
Email
UNITED STATES
May 04, 2026
J. M. C. C.
President And Financial Advisor
Mobile Phone
Email
May 04, 2026

Frequently Asked Questions

What is Merino Wealth Management known for?

Merino Wealth Management was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 20 North Wacker Drive Suite 3120 Chicago, Illinois 60606 United States. Explore Merino Wealth Management's company overview page for more information.

What is Merino Wealth Management's most common email format?

Merino Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Merino Wealth Management email formats with LeadIQ.

How many employees does Merino Wealth Management have currently?

Merino Wealth Management has approximately 2 employees as of May 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Merino Wealth Management's key employees and leadership?

As of May 2026, Merino Wealth Management's key employees include:

President And Financial Advisor: J. M.
President And Financial Advisor: J. M. C. C.

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Merino Wealth Management Employee Directory

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