Merrill
42yrs
Joseph Anderson
Financial advisor
1100-1800 American Blvd Central Business Review Unit
Pennington, NJ 08534
Pennington, NJ 08534
Top advisor by experience in Pennington
13yrs
Jonathan Lash
Financial advisor at Merrill
Jonathan Lash is a fiduciary financial advisor in Pennington, New Jersey, with 13 years in the industry. After a year at LPL Financial, Jonathan joined Merrill in 2014, 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 626 advisors with offices in Pennington, and one of 622 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 53% of advisors in Pennington
Office1100-1800 American Blvd CI Relationship Management, Pennington, NJ 08534
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.
Series 66Uniform Combined State Law Examination
Career
- 2014 – nowMerrillCurrent firm
- Nov 2013 – Aug 2014LPL Financial LLCPreviously
Contact Jonathan
(800) 637-7455Firm headquarters in New York, NY. Ask for Jonathan. 1100-1800 American Blvd CI Relationship ManagementPennington, NJ 08534Office · Get directions
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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 Lash. Jonathan works from the Pennington, NJ office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2013, about 13 years. More experience than 53% of advisors in Pennington.
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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