Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Jonathan Sheffield works with a select group of ultra-affluent individuals, families, and institutions to design and implement sophisticated wealth strategies. His approach to wealth management is firmly grounded in your goals and priorities. The value you place on your life priorities is matched by the desire to work with an advisor that listens to your goals, concerns, aspirations and dreams; one capable of using this understanding to help you align your financial resources to your life priorities. He integrates strategies across a spectrum of needs: investment management, executive services, trust and estate planning services, credit and lending through Bank of America, N.A., lifestyle services, and philanthropy.
Jonathan began his career as a financial advisor with Banc of America Investment Services in 2004, which ultimately became Merrill Lynch Wealth Management in 2011. He holds a Bachelor of Science Degree from the University of Southern California.
Jonathan was honored to be recognized to the 2018 Forbes “America’s Top Next-Generation Wealth Advisors” list, a ranking of the nation’s top millennial advisors; representing the future of the wealth management industry.
While not at work, Jonathan’s enjoys spending time with his family and coaching his kids' sports. His hobbies include golfing, swimming, surfing and most outdoor activities. He and his wife Ericka live in Palos Verdes with their sons, Hudson, Jackson and Graham.
University Of Southern California
Forbes "America's Top Next-Generation Wealth Advisors"
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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.
Division Structured Credit Executive
Bank of America, N.A.
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.