Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Jonathan understands that everyone's economic and life situation is unique and he keeps that in mind when providing financial advice. He believes that personalized service is essential when matching clients with the right wealth plan. Jonathan is dedicated to working with you to help determine your long term financial goals and implement a customized investment strategy.
Jonathan is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
Jonathan was recognized on the 2018 Forbes Top Next-Generation Advisors list. The 2018 Top Next-Generation Wealth Advisors list includes 1,000 young, talented advisors who represent the future of the wealth management industry. Each advisor was nominated by their respective firm, then vetted and ranked by SHOOK Research.
Jonathan holds the Certified Private Wealth Advisor® (CPWA®) designation, which is the only advanced certification designed for wealth managers who advise high net worth clients. The CPWA® is administered by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with The University of Chicago Booth School of Business.
Jonathan holds the Chartered Retirement Planning Counselor (CRPC®) designation, which gives him broadened experience and increased knowledge to focus on the pre and post-retirement needs of clients.
Jonathan has been in the financial services industry since 2003. He earned his B.A. in Finance from California State University, Fullerton. He is a Senior Vice President and designated Wealth Management Advisor. Jonathan and his wife, Joelle, live in Newport Beach with their twin girls.
If you are interested in scheduling a financial review with Jonathan, please contact him at (949) 456-8114.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
California State University, Fullerton
Named to Forbes/SHOOK "America’s Top Next-Generation Wealth Advisors” list in 2018.*
Learn more about the highly engaging podcast series from Merrill Lynch
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer, NMLS #637450
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.