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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Merickel is an investment advisor representative at Savant Wealth Management. Jonathon has been in the industry since 2002 and has experience with a variety of financial institutions including Pruco Securities, LLC, LPL Financial LLC, Fidelity Brokerage Services LLC, and E*TRADE Securities LLC. Jonathon is a Certified Financial Planner and holds Series 7 and 66 licenses. He is also a registered investment advisor representative in Illinois. Jonathon's experience and qualifications make him well-suited to provide financial advice to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
12/14/2022 - Present
Savant Wealth Management (Chicago IL)
IL
03/18/2019 - 12/06/2022
PRUCO SECURITIES, LLC. (Chicago IL)
IL
04/24/2018 - 10/23/2018
LPL FINANCIAL LLC (CHICAGO IL)
IL
10/06/2016 - 10/17/2017
FIDELITY BROKERAGE SERVICES LLC (CHICAGO IL)
IL
11/30/2011 - 09/07/2016
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
02/02/2010 - 12/05/2011
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
08/15/2005 - 01/08/2010
E*TRADE SECURITIES LLC (CHICAGO IL)
NY
04/21/2004 - 08/22/2005
REFCO SECURITIES, LLC (NEW YORK NY)
VA
01/22/2003 - 12/31/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MN
10/16/2002 - 01/13/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/16/2002 - 01/13/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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