UBS Financial Services
47yrs
Top advisor by experience in Pasadena
2yrs
Jonathan Solis
Financial advisor at Merrill
Based in Pasadena, California, Jonathan Solis is a fiduciary financial advisor with 2 years of industry experience. Jonathan has been with Merrill since 2024. 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 1156 advisors with offices in Pasadena, and one of 1068 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office800 E Colorado Blvd, Pasadena, CA 91101
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
- 2024 – nowMerrillCurrent firm
Contact Jonathan
(800) 637-7455Firm headquarters in New York, NY. Ask for Jonathan. 800 E Colorado BlvdPasadena, CA 91101Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Solis. Jonathan works from the Pasadena, CA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2024, about 2 years. 2 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.
Other advisors nearby
Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Pasadena
Morgan Stanley
47yrs
Sean Kennally
Financial advisor
55 South Lake Avenue Pasadena Towers - Tower II Suite 700
Pasadena, CA 91101
Pasadena, CA 91101
Top 1% by experience in Pasadena
Wedbush Securities
46yrs
Top 1% by experience in Pasadena
Wedbush Securities
46yrs
Top 1% by experience in Pasadena
Morgan Stanley
46yrs
Alan Whitman
Financial advisor
55 South Lake Avenue Pasadena Towers - Tower II Suite 700
Pasadena, CA 91101
Pasadena, CA 91101
Top 1% by experience in California