Merrill
46yrs
Top advisor by experience in Merrillville
21yrs
Jeff Johnson
Financial advisor at Merrill
Based in Merrillville, Indiana, Jeff Johnson is a fiduciary financial advisor with 21 years of industry experience. Jeff has been with Merrill since 2014; before that, Jeff spent a year at UBS Financial Services and three years at Wells Fargo Advisors. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 96 advisors with offices in Merrillville, and one of 86 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 65% of advisors at Merrill
Office707 East 80th Place, Merrillville, IN 46410
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowMerrillCurrent firm
- Jan 2014 – Oct 2014UBS Financial Services Inc.Previously
- 2010 – 2014Wells Fargo Clearing Services, LLCPreviously
Questions to ask Jeff
Tailored to Jeff’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jeff
How do I contact Jeff?
Call Jeff’s local office at (219) 738-4400 or the Merrill main office at (800) 637-7455, and ask for Jeff Johnson.
How long has Jeff been a financial advisor?
Jeff has been in the industry since 2006, about 21 years. More experience than 65% of advisors at Merrill.
What licenses does Jeff hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jeff a fiduciary?
Jeff is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeff paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jeff for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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