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JM

Jonathon Merickel

SAVVY
Glenview, IL
Some features on this profile are disabled
CRD#: 4570992
JM

Professional summary

Jonathon Merickel, CFP®, who also goes by Jonathon David Merickel, is a registered financial advisor currently at SAVVY located in Glenview, Illinois.

Jonathon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jonathon has worked at 15 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jonathon David Merickel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathon Merickel's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

February 10, 2026 - Present

SAVVY

RIA
CRD#: 318493
Glenview, IL
Past

December 14, 2022 - September 4, 2025

SAVANT WEALTH MANAGEMENT

RIA
CRD#: 107271
Chicago, IL
Past

April 17, 2019 - December 6, 2022

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Chicago, IL
Past

March 18, 2019 - December 6, 2022

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Chicago, IL
Past

October 25, 2018 - March 19, 2019

VIVALDI CAPITAL MANAGEMENT LP

RIA
CRD#: 160150
CHICAGO, IL
Past

April 25, 2018 - October 19, 2018

IHT WEALTH MANAGEMENT LLC

RIA
CRD#: 171481
CHICAGO, IL
Past

April 24, 2018 - October 23, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
CHICAGO, IL
Past

October 11, 2016 - October 19, 2017

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
CHICAGO, IL
Past

October 6, 2016 - October 17, 2017

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
CHICAGO, IL
Past

November 30, 2011 - September 7, 2016

HARRISDIRECT LLC

RIA
CRD#: 42159
CHICAGO, IL
Past

November 30, 2011 - September 7, 2016

E*TRADE SECURITIES LLC

BD
CRD#: 29106
CHICAGO, IL
Past

February 2, 2010 - December 5, 2011

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
CHICAGO, IL
Past

February 2, 2010 - December 5, 2011

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

July 12, 2007 - January 8, 2010

HARRISDIRECT LLC

RIA
CRD#: 42159
ARLINGTON, VA
Past

August 15, 2005 - January 8, 2010

E*TRADE SECURITIES LLC

BD
CRD#: 29106
CHICAGO, IL
Past

April 21, 2004 - August 22, 2005

REFCO SECURITIES, LLC

BD
CRD#: 14094
NEW YORK, NY
Past

January 22, 2003 - December 31, 2003

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

December 6, 2002 - January 13, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
CHICAGO, IL
Past

October 16, 2002 - January 13, 2003

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

October 16, 2002 - January 13, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(2/10/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/5/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/15/2002
General Securities Representative Examination

Current Firm

SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 Approved)
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Contact information

Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (40 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAVVY ADV PART 2 (8/19/2025)

Regulatory assets under management

Total Number of Accounts3,776
AUM (Assets Under Management)$ 1,295,318,161

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.

Company Information

SAVVY

CRD#: 318493Glenview, IL

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