Robert W. Baird & Co.
47yrs
Top advisor by experience in Pittsburgh
11yrs
Jonathan Adams
Financial advisor at Merrill
Based in Pittsburgh, Pennsylvania, Jonathan Adams is a fiduciary financial advisor with 11 years of industry experience. Jonathan joined Merrill in 2016, 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 1545 advisors with offices in Pittsburgh, and one of 1407 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office260 Forbes Ave Pbig - Market Square, Pittsburgh, PA 15222
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
- 2016 – nowMerrillCurrent firm
Contact Jonathan
Local office(412) 338-5267Ask for Jonathan. (800) 637-7455Main office · New York, NY 260 Forbes Ave Pbig - Market SquarePittsburgh, PA 15222Office · 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 (412) 338-5267 or the Merrill main office at (800) 637-7455, and ask for Jonathan Adams.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2016, about 11 years. 11 years in the industry.
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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