J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
14yrs
Christopher Oerman
Financial advisor at Merrill
Christopher Oerman is a fiduciary financial advisor in San Francisco, California, with 14 years in the industry. After four years at Western Growers Financial Services, Christopher joined Merrill in 2020, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 53% of advisors at Merrill
Office555 California St, San Francisco, CA 94104
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
- 2020 – nowMerrillCurrent firm
- 2016 – 2020Western Growers Financial Services, Inc.Previously
Questions to ask Christopher
Tailored to Christopher’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Christopher
How do I contact Christopher?
Call Merrill at 800-637-7455 and ask for Christopher Oerman. Christopher works from the San Francisco, CA office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2012, about 14 years. More experience than 53% of advisors at Merrill.
What licenses does Christopher hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Christopher 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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