Jonas B. Merrill

PATHLIGHT FINANCIAL PLANNING LLC

Portland, OR

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CRD#: 5009041

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

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/28/2011

Uniform Investment Adviser Law Examination

Current Firm

PATHLIGHT FINANCIAL PLANNING LLC

CRD#: 327636 / SEC#:

Oregon

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

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Contact information

Main Address

Portland, OR

Mailing Address

Phone number

(971) 357-2197

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 4,468,970

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.

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Jonas B. Merrill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonas Benjamin Merrill's CRS (Customer Relationship Summary).

Certified licenses

Experience

PATHLIGHT FINANCIAL PLANNING LLC

SKYLINE FINANCIAL NORTHWEST

STANCORP INVESTMENT ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/28/2011

Current Firm

PATHLIGHT FINANCIAL PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PATHLIGHT FINANCIAL PLANNING LLC

TRUST BUT VERIFY

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