RBC Capital Markets
46yrs
Top advisor by experience in Wellesley Hills
16yrs
Jonathan Brummer
Financial advisor at Merrill
Based in Wellesley Hills, Massachusetts, Jonathan Brummer is a fiduciary financial advisor with 16 years of industry experience. Jonathan joined Merrill in 2026, after six years at Wells Fargo Advisors and less than a year at Morgan Stanley. Jonathan holds the CFP® designation.
One of 151 advisors with offices in Wellesley Hills, and one of 147 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 57% of advisors at Merrill
Office45 William St, Wellesley Hills, MA 02481
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2026 – nowMerrillCurrent firm
- 2020 – 2026Wells Fargo Clearing Services, LLCPreviously
- May 2020 – Oct 2020Morgan StanleyPreviously
- 2010 – 2012MerrillPreviously
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call Merrill at 800-637-7455 and ask for Jonathan Brummer. Jonathan works from the Wellesley Hills, MA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2010, about 16 years. More experience than 57% of advisors at Merrill.
What licenses does Jonathan hold?
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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