Savant Wealth Management
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Jonathon D. Merickel

CFP®, MBA

Portfolio Advisor

I’m most grateful to work at Savant to be surrounded by such a talented team of professionals who genuinely care about helping our clients pursue their financial and life goals.

200 W. Madison Street Suite 2601 Chicago, IL 60606
5151 Mochel Drive Suite 301 Downers Grove, IL 60515

Jonathon has been involved in the financial services industry since 2002. Prior to joining Savant, he worked for several different firms over his 20-year career, most recently as a lead financial planner for a nationwide advisory firm in downtown Chicago.

Jonathon earned a bachelor of science degree in information management and technology from Syracuse University and a master of business administration degree from Le Moyne College. He is a CERTIFIED FINANCIAL PLANNER™ professional. He is active with Catholic Charities, The Night Ministry, National Alliance on Mental Illness of Chicago, and Financial Planning Association of Illinois.

Jonathon is married and has a daughter and a son. He enjoys distance running, spending as much time as possible in the outdoors, and traveling with his family.

Articles &
Media

What Should You Keep in Your Purse or Wallet?
Taming Your Spending Through Budgeting

Education &
Designations

  • Syracuse University
    Bachelor of Science in Information Management and Technology
  • Le Moyne College
    MBA
  • CERTIFIED FINANCIAL PLANNER™ professional

Affiliations &
Community Service

  • Catholic Charities – volunteer
  • The Night Ministry – volunteer
  • National Alliance on Mental Illness of Chicago – volunteer
  • Financial Planning Association of Illinois – member

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.