Senior Advisor Investment Banking Services – The California Stock Exchange
Co-Founder and CEO Merriman Holdings
Co-Chairman of the Board Merriman Holdings
As Co-Founder and CEO of Merriman Holdings, Inc (OTCQX: MERR), Jon Merriman is responsible for the overall strategic direction of the firm and focuses on working closely with the firm’s clients. He actively advises the firm’s fast-growing public companies on complex capital market and financing issues, and works with small cap, growth oriented investors. With more than 25 years of experience in the investment banking and brokerage business, he brings deep experience in corporate turnarounds and growing businesses. His extensive institutional and personal network and his trading experience give him a unique perspective when working with investment banking clients as well as institutional investors.
Prior to forming Merriman Capital, Merriman was Managing Director and the head of the Wells Securities (WFS) equity group, formerly First Security Van Kasper (FSVK), and served on FSVK’s Board of Directors. As a result of a financing completed by WFS, he was appointed to the Board of Directors of Ratexchange Corporation, a publicly traded telecommunications company. Merriman was subsequently appointed Chairman and CEO of Ratexchange, which he restructured into Merriman Curhan Ford, now known as Merriman Capital. Merriman Capital grew from six people to $1 million in revenues to over 200 employees and $90 million in revenues in 2007. Over the course of his finance career, he has served on more than 10 private and public company boards.
He has been a frequent guest on Bloomberg TVas well as CNBC’s show “Fast Money,” and a regular contributor to financial publications such as The Wall Street Journal, Barron’s and TheDaily Deal. He is an active collector of emerging artists and served on the boards of the San Francisco Art Institute and the Santa Monica Art Museum. Merriman holds a B.A. from Dartmouth College and is based in the firm’s San Francisco office.