Jeffrey Scott Merkow

Current Employers

Employment History

• 10/2017 → 07/2018
  Investment Philosopher, Llc
  Seminole, FL
• 09/2015 → 12/2017
  Greyson Capital, Llc
  St. Petersburg, FL
• 10/2016 → 06/2017
  Foremost Capital Management, Llc
  Seminole, FL
• 07/2012 → 09/2016
  Merkow Managed Futures, Inc.
  St. Petersburg, FL
• 08/2018 → 05/2019
  Jarred Bunch Consulting, Llc
  Tampa, FL
• 05/2019 → 05/2022
  Investment Philosopher, Llc
  Seminole, FL
• 09/2022 → 05/2023
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 05/2022 → 06/2022
  Severin Investments
  Clearwater, FL
• 05/2023 → 06/2023
  Sterling Bridge Financial Group Llc
  Palm Harbor, FL
• 07/2023 → 08/2023
  Unemployed
  Saint Petersburg, FL
• 09/2023 → 12/2023
  Cheatcode.cOm
  Seminole, FL
• 01/2024 → 03/2024
  Elevate Financial Planning & Wealth Management
  St. Petersburg, FL
• 08/2024 → Present
  Fortis Capital Advisors, Llc
  Prairie Village, KS
• 03/2024 → 08/2024
  Unemployed
  Seminole, FL
• 06/2025 → 10/2025
  Unemployed
  Seminole, FL
• 10/2025 → Present
  Jsm Investment Management
  Seminole, FL

Previous Registrations

• 2025-01-16 → 2025-06-30
  Fortis Capital Advisors, Llc
  Seminole, FL
  Prairie Village, KS
• 2024-09-16 → 2024-09-27
  Fortis Capital Advisors, Llc
  Tampa, FL
  Prairie Village, KS
• 2022-09-19 → 2023-06-13
  Edelman Financial Engines
  Seminole, FL
• 2022-05-11 → 2022-06-13
  Severin Investments Llc
  Clearwater, FL
• 2019-07-29 → 2022-05-20
  Investment Philosopher, Llc
  Seminole, FL
• 2018-08-14 → 2019-05-10
  Invst, Llc
  Tampa, FL
• 2018-01-31 → 2018-08-10
  Investment Philosopher, Llc
  Seminole, FL
• 2015-01-02 → 2015-12-31
  Investment Philosopher
  St. Petersburg, FL
  St. Petersburg, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-05
• S65 Uniform Investment Adviser Law Examination
  2014-05-05
• S63 Uniform Securities Agent State Law Examination
  1984-07-06