Morgan Stanley
47yrs
Top advisor by experience in Lisle
28yrs
Jonathan Graham
Financial advisor at Merrill
Based in Lisle, Illinois, Jonathan Graham is a fiduciary financial advisor with 28 years of industry experience. Jonathan joined Merrill in 2013, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 222 advisors with offices in Lisle, and one of 212 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 20% by experience at Merrill
Office3333 Warrenville Rd, Lisle, IL 60532
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowMerrillCurrent firm
Contact Jonathan
(800) 637-7455Firm headquarters in New York, NY. Ask for Jonathan. 3333 Warrenville RdLisle, IL 60532Office · Get directions
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Merrill at (800) 637-7455 and ask for Jonathan Graham. Jonathan works from the Lisle, IL office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1999, about 28 years. Top 20% by experience at Merrill.
What licenses does Jonathan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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