Janney Montgomery Scott
46yrs
Top advisor by experience in Doylestown
33yrs
Jon Rosenwald
Financial advisor at Merrill
Jon Rosenwald has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Doylestown, Pennsylvania. After a year at Morgan Stanley DW, Jon joined Merrill in 2010, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 259 advisors with offices in Doylestown, and one of 226 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 10% by experience at Merrill
Office600 Hyde Park, Doylestown, PA 18902
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 ?1 state
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
- 2010 – nowMerrillCurrent firm
- Aug 2005 – Aug 2006Morgan Stanley DW Inc.Previously
Contact Jon
600 Hyde ParkDoylestown, PA 18902Office · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NY
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Questions to ask Jon
Tailored to Jon’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 Jon
How do I contact Jon?
Call Merrill at (800) 637-7455 and ask for Jon Rosenwald. Jon works from the Doylestown, PA office.
How long has Jon been a financial advisor?
Jon has been in the industry since 1993, about 33 years. Top 10% by experience at Merrill.
What licenses does Jon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jon 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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