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.
CRD# 5310745
Selkirk Wealth Advisors, LLC
Score
103
CRD# 4480756
Allegro Wealth Management, Inc.
Score
100
CRD# 3127749
Voya Financial Advisors, Inc.
Score
98
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors | Spokane, WA | Feb 2013 - Current | 4 |
| 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 |
- WA
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Total Assets Under Management372,113MILLIONS
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Total Number of Accounts1,339,368ACCOUNTS
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Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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