Jonathan Merck, financial advisor Spokane WA
96 score

Jonathan Merck

CRD Number: 5538976
Current Firm: Wells Fargo Advisors, LLC

Jonathan Merck (CRD# 5538976) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Spokane, WA and has over 7 years of experience in the finance industry. Jonathan Merck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors Spokane, WA Feb 2013 - Current 3
Morgan Stanley Smith Barney Spokane, WA Jun 2009 - Feb 2013 3
Citigroup Global Markets, Inc. Spokane, WA May 2009 - Feb 2013 3
Citi Smith Barney Spokane, WA Jan 2009 - May 2009 < 1
University Of Notre Dame Notre Dame, IN Aug 2005 - Jan 2009 3
Citi Smith Barney Spokane, WA May 2008 - Aug 2008 < 1
Schweitzer Mountain Resort Sandpoint, ID Dec 2007 - Jan 2008 < 1
Notre Dame Food Services Notre Dame, IN Jun 2007 - Aug 2007 < 1
Notre Dame Food Services Notre Dame, IN Jan 2007 - May 2007 < 1
Old World Christmas Spokane, WA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2009
Contact Info for Jonathan T. Merck
Phone Number: 314-875-3000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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