People

Jeff Erdmann

Jeff Erdmann

Formal First Name
John (Jeff)
Link

Jeff Erdmann is the Founder and leader of the Erdmann Group, a distinguished wealth management team in the United States. He began his Merrill career in 1984 and has garnered national recognition as a leading Financial Advisor. Merrill honored Erdmann with the esteemed David Brady Award in 2017 in recognition for his client focus, philanthropy and overall commitment to his company and community.

Professional Experience


Academic History

  • He was named #1 on Forbes’ “America's Top Wealth Advisors” list in 2016, 2017 and 2018.
  • Barron’s has recognized Erdmann as one of "America's Top 100 Financial Advisors" from 2004 – 2019 and the top advisor at Merrill from 2009 – 2019.


“You’re paying to park your money in bonds. High-quality global equities are the best place to be. We feel pretty good about the world right now despite all of the headline news.”