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JM

Jonas B. Merrill

PATHLIGHT FINANCIAL PLANNING LLC
PORTLAND, OR 97232
Some features on this profile are disabled
CRD#: 5009041
JM

Professional summary

Jonas Benjamin Merrill, who also goes by Jonas B Merrill, is a registered financial advisor currently at PATHLIGHT FINANCIAL PLANNING LLC located in Portland, Oregon.

Jonas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jonas has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jonas B Merrill

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 Jonas Benjamin Merrill's 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®
None

Experience

Current

October 6, 2023 - Present

PATHLIGHT FINANCIAL PLANNING LLC

Office #1: 401 Ne 19th Ave, Suite 200, Portland, OR 97232
RIA
CRD#: 327636
PORTLAND, OR
Past

January 20, 2023 - September 13, 2023

SKYLINE FINANCIAL NORTHWEST

RIA
CRD#: 146844
PORTLAND, OR
Past

March 29, 2011 - May 17, 2013

STANCORP INVESTMENT ADVISERS, INC.

RIA
CRD#: 110228
PORTLAND, OR

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
Oregon
(10/6/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/28/2011
Uniform Investment Adviser Law Examination

Current Firm

PF
PATHLIGHT FINANCIAL PLANNING LLC
PATHLIGHT FINANCIAL PLANNING LLC

CRD#: 327636 / SEC#:

Oregon
Registered Investment Advisory firm - (10/6/2023 Approved)
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Contact information

Main Address
401 Ne 19th Ave, Suite 200, Portland, OR 97232
Mailing Address
Phone number
(971) 357-2197
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts33
AUM (Assets Under Management)$ 9,006,416

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

PATHLIGHT FINANCIAL PLANNING LLC

CRD#: 327636Portland, OR 97232

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