Jean Merriman

Jean Merriman
President

Jean brings more than 20 years of industry experience to Timbrel Capital. As President, Jean is responsible for the business of the firm, including sales efforts, supervisory functions, operations, and product sponsor due diligence. This role is a natural progression for Jean, given her long history of working with a vast network of sponsor contacts, providing well-vetted products for distribution in the Broker-Dealer space.

Jean is currently Vice President, Product & Due Diligence of The Strategic Financial Alliance (SFA), an affiliate of Timbrel Capital, leading a team of Due Diligence Officers and Product Managers. Prior to joining SFA, Jean was Managing Director, Product Due Diligence with First Allied Securities, Inc. overseeing a team of Due Diligence Analysts from 2008 to 2015. She and her team presented product for 13 Cetera Broker-Dealer Presidents on a weekly basis after First Allied was acquired by Cetera. Prior to FFP Securities, Inc., being acquired from First Allied Securities is 2008, Jean was Vice President, Sponsor Relations & Due Diligence, from 2004 to 2008. Prior to 2004, Jean held various positions in operations, business start-ups, consulting and selling on the retail side for advisors and accounting roles dating back to the 1990’s. Jean is an elected member of the ADISA board. She earned a Bachelor of Science in Management and Bachelor of Arts in Organizational Behavior at the University of Missouri. She maintains registrations 7, 24, 27, 63, and 65 licenses.