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.
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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
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.