Morgan Stanley
47yrs
Top advisor by experience in New York
24yrs
Jonathon Merickel
Financial advisor at Savvy
Jonathon Merickel has worked in the financial industry for 24 years and is a fiduciary financial advisor based in New York, New York. After three years at Savant Wealth Management and four years at Pruco Securities, Jonathon joined Savvy in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Jonathon holds the CFP® designation.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?Top 18% by experience at Savvy
Office111 West 33rd Street Unit 1410, New York, NY 10001
FirmSavvy
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.06 million
Advisors at the firm188
States licensed ?1 state
Services through Savvy
Financial planningInvestment management for individuals and small businessesChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2026 – nowSavvyCurrent firm
- 2022 – 2025Savant Wealth ManagementPreviously
- 2019 – 2022Pruco Securities, LLC.Previously
- Oct 2018 – Mar 2019Debussy Capital Management LPPreviously
- Apr 2018 – Oct 2018IHT Wealth Management LLCPreviously
- Oct 2016 – Oct 2017Strategic Advisers LLCPreviously
- 2011 – 2016Harrisdirect LLCPreviously
- Feb 2010 – Dec 2011Chase Investment Services Corp.Previously
Earlier career (2 more)
- 2007 – 2010Harrisdirect LLCPreviously
- Dec 2002 – Jan 2003Ameriprise Financial Services, LLCPreviously
Contact Jonathon
(833) 745-6789Savvy main office 111 West 33rd Street Unit 1410New York, NY 10001Office · Get directions Firm websitewww.savvywealth.com
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Questions to ask Jonathon
Tailored to Jonathon’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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 Jonathon
How do I contact Jonathon?
Call Savvy at (833) 745-6789 and ask for Jonathon Merickel. Jonathon works from the New York, NY office.
How long has Jonathon been a financial advisor?
Jonathon has been in the industry since 2002, about 24 years. Top 18% by experience at Savvy.
What licenses does Jonathon hold?
Series 66. Tap any license on this page to see what it allows.
Is Jonathon a fiduciary?
Jonathon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathon paid?
Savvy reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathon 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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