Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
10yrs
Jonathan Wright
Financial advisor at Merrill
Based in Irvine, California, Jonathan Wright is a fiduciary financial advisor with 10 years of industry experience. Jonathan joined Merrill in 2025, after a year at Compound Planning. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office100 Spectrum Center Dr, Irvine, CA 92618
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
- Apr 2025 – nowMerrillCurrent firm
- May 2016 – Dec 2016Compound Planning, Inc.Previously
Contact Jonathan
Local office(949) 859-2900Ask for Jonathan. (800) 637-7455Main office · New York, NY 100 Spectrum Center DrIrvine, CA 92618Office · 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
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About Jonathan
How do I contact Jonathan?
Call Jonathan’s local office at (949) 859-2900 or the Merrill main office at (800) 637-7455, and ask for Jonathan Wright.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Jonathan hold?
Series 63, Series 65. 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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