Jon Merriman Email and Phone Number
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As Chief Business Officer for B. Riley Financial, Jon Merriman works closely with clients and prospects to leverage the firm's resources in order to create solutions for their capital market needs. He enjoys actively advising small capitalization, public and private companies on complex financing and growth issues. With over 25 years of experience in the investment banking, brokerage and trading businesses, he brings deep experience across a broad variety of industries, including the healthcare, technology and consumer sectors, as well as experience in managing fast growing organizations. His extensive institutional and personal network and trading experience give him a unique perspective when working with investment banking clients and institutional investors. Prior to joining B.Riley FBR, Jon was co-chairman and CEO of the publicly held Merriman Holdings, Inc. He was responsible for revenue generation at the firm’s broker dealer, Merriman Capital, Inc. as well as working closely with the firm’s advisory clients. Before forming Merriman Capital, Merriman was Managing Director and Head of the Wells Fargo 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, known as Merriman Capital, Inc. Merriman Curhan Ford grew from six people and $1 million in revenues to over 200 employees and $90 million in revenues over a five year period. Merriman holds a B.A. from Dartmouth College and is based in the firm’s Los Angeles office.
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Managing Director, Head Of EquitiesTexas Capital SecuritiesAgoura Hills, Ca, Us
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Viewpoint School Board Of TrusteesViewpoint School Sep 2022 - PresentCalabasas, California, Us -
Chief Business OfficerB. Riley Financial Aug 2016 - PresentLos Angeles, Ca, UsB. Riley FBR, Inc. is a leading investment bank which provides corporatefinance, research, and sales & trading to corporate, institutional and highnet worth individual clients. Investment banking services include initial,secondary and follow-on offerings, institutional private placements, andmerger and acquisitions advisory services. The firm is nationally recognizedfor its highly ranked proprietary equity research. B. Riley FBR, Inc. is amember of FINRA and SIPC.B. Riley Financial, Inc. (NASDAQ: RILY) provides collaborative financialservices and solutions through several subsidiaries, including: Great AmericanGroup, LLC, a leading provider of advisory and valuation services, assetdisposition and auction solutions; B. Riley Capital Management, LLC,an SEC registered Investment Advisor, which includes B. Riley AssetManagement, a provider of investment products to institutional and high networth investors, and B. Riley Wealth Management (formerly MK CapitalAdvisors), a multi-family office practice and wealth management firm focusedon the needs of ultra-high net worth individuals and families; and GreatAmerican Capital Partners, a provider of senior secured loans and second liensecured loan facilities to middle market public and private U.S. companies. B.Riley Financial, Inc. is headquartered in Los Angeles with offices in majorfinancial markets throughout the United States and Europe. For moreinformation on B. Riley Financial, Inc., please visit www.brileyfin.com. -
CeoMerriman Holdings, Inc. Feb 2002 - Aug 2016San Francisco, Ca, UsFocus on hiring, equitizing and retaining the best possible people in this very competitive industry. Also focused on helping our clients, which are typically fast growing, entrepreneurial companies, achieve their growth goals. Our management team is continuously seeking acquisitions that will help our public company's growth and profitability, diversify our sources of revenue and increase our recurring revenues. -
Chairman And CeoRatexchange Corporation Oct 2000 - Feb 2002Chairman and CEO of this publicly traded B to B platform focused on trading telecommunications bandwidth. Successfully transitioned the company to an investment bank and broker dealer in February of 2002, preserving shareholder's equity. RateXchange became RTX Securities, now Merriman Curhan Ford & Co, a full service investment bank headquartered in San Francisco.
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Managing Director, EquitiesWells Fargo Securities Jun 1996 - Sep 2000San Francisco, California, UsManaged the sales, trading, research, syndicate and derivatives departments of the investment banking/brokerage arm of Wells Fargo. Predecessor company, Van Kasper & Co, was acquired by First Security Bank, which was then acquired by Wells Fargo. -
Investment Banking Analyst, Institutional SalesmanMerrill Lynch Capital Markets 1982 - 1986Joined ML Co in 1982 as an investment banking analyst. In 1984, transferred to institutional equity sales and graduated to covering both large mutual funds and hedge funds.
Jon Merriman Skills
Jon Merriman Education Details
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Dartmouth CollegePsychology
Frequently Asked Questions about Jon Merriman
What company does Jon Merriman work for?
Jon Merriman works for Texas Capital Securities
What is Jon Merriman's role at the current company?
Jon Merriman's current role is Managing Director, Head of Equities.
What is Jon Merriman's email address?
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What is Jon Merriman's direct phone number?
Jon Merriman's direct phone number is +141524*****
What schools did Jon Merriman attend?
Jon Merriman attended Dartmouth College.
What are some of Jon Merriman's interests?
Jon Merriman has interest in The Martial Arts, Mentoring, Hiking, Reading Historical Fiction, Collecting Contemporary Art.
What skills is Jon Merriman known for?
Jon Merriman has skills like Investment Banking, Investments, Entrepreneurship, Equities, Venture Capital, Private Equity, Hedge Funds, Mergers And Acquisitions, Asset Management, Capital Markets, Securities, Finance.
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