Jason Merriam is author and developer of the innovative Merriam Report www.merriamreport.com providing unique financial analysis based on the "dual-cash flow" methodology.

An active investor for 35 years, he is also founder and president of Merriam Investor Services since 1990. MIS provides portfolio and investment research services to institutional and private clients.



Prior to MIS, Jason was managing partner for Beach and Sea Group, a San Diego based investment LP. Jason studied corporate finance and accounting with Robert J. Westervelt, retired senior VP of Finance at Warner Lambert and Pfizer.



As Mr. Westervelt's assistant, Jason was responsible for analyzing financial statements, which fostered development of the dual-cash flow screen. Later, Merriam assumed an active role in portfolio management and asset allocation decisions to high net-worth investors.

Jason has appeared on CNBC and in articles of the Los Angeles Times, New York Times and San Diego Union Tribune. Visit his blog: www.merriamreport.blogspot.com