Jonathon Merickel
Investment adviser representative at Savvy
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- SavvyFeb 2026 to now
- Savant Wealth ManagementNov 2022 to Dec 2025
- Pruco Securities, LLC.Mar 2019 to Nov 2022
- Prudential Insurance Company of AmericaMar 2019 to Nov 2022
- Vivaldi Capital Management, LLCOct 2018 to Mar 2019
- Iht Wealth ManagementApr 2018 to Oct 2018
- LPL Financial LLCApr 2018 to Oct 2018
- UnemployedNov 2017 to Mar 2018
- Fidelity Brokerage Services LLCSep 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (IL).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4570992
- Firm CRD
- 318493