Jonathon Merickel
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jonathon Merickel, CFP®, who also goes by Jonathon David Merickel, was a registered financial professional .
Jonathon is a previously registered financial professional and started their career in finance in 2002. Jonathon had worked at 14 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2021
Experience
December 14, 2022 - September 4, 2025
SAVANT WEALTH MANAGEMENT
April 17, 2019 - December 6, 2022
PRUCO SECURITIES, LLC.
March 18, 2019 - December 6, 2022
PRUCO SECURITIES, LLC.
October 25, 2018 - March 19, 2019
VIVALDI CAPITAL MANAGEMENT LP
April 25, 2018 - October 19, 2018
IHT WEALTH MANAGEMENT LLC
April 24, 2018 - October 23, 2018
LPL FINANCIAL LLC
October 11, 2016 - October 19, 2017
STRATEGIC ADVISERS LLC
October 6, 2016 - October 17, 2017
FIDELITY BROKERAGE SERVICES LLC
November 30, 2011 - September 7, 2016
HARRISDIRECT LLC
November 30, 2011 - September 7, 2016
E*TRADE SECURITIES LLC
February 2, 2010 - December 5, 2011
CHASE INVESTMENT SERVICES CORP.
February 2, 2010 - December 5, 2011
CHASE INVESTMENT SERVICES CORP.
July 12, 2007 - January 8, 2010
HARRISDIRECT LLC
August 15, 2005 - January 8, 2010
E*TRADE SECURITIES LLC
April 21, 2004 - August 22, 2005
REFCO SECURITIES, LLC
January 22, 2003 - December 31, 2003
CAPITAL BROKERAGE CORPORATION
December 6, 2002 - January 13, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
October 16, 2002 - January 13, 2003
IDS LIFE INSURANCE COMPANY
October 16, 2002 - January 13, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
SAVANT WEALTH MANAGEMENT
CRD#: 107271 / SEC#: 801-43144
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SAVANT WEALTH MANAGEMENT
CRD#: 107271 / SEC#: 801-43144
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 65,929 |
| AUM (Assets Under Management) | $ 37,127,688,152 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 10/25/2024 | ||
| 09/21/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
