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- Trust & Estate Planning Services4
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Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes "Best-in-State Next Generation Wealth Advisors" in 2019
Forbes/SHOOK “America’s Top Next-Generation Wealth Advisors” 2018
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 Wealth Management 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 named to the 2019 Forbes Best-in-State Next-Generation Wealth Advisors List. The 2019 Best-in-State Next-Generation Advisors list represents the top 250 next-gen advisors in each state. Each advisor on the list is selected by Shook Research based on an algorithm of qualitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management.
Jonathan was also 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. 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. He focuses 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.
*Source: Forbes “Best-in-State Next-Generation Wealth Advisors” list, September 4, 2019. Forbes "Best-in-State Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.
I follow the deep-seated Merrill 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.*
Forbes "Best-in-State Next Generation Wealth Advisors" in 2019
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Supported by the global resources of Merrill, 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 Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
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1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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