Jonathan Mitchell

Jonathan brings a diverse professional background to his role at Mercer Advisors, having gained experience in education, law, sales, and construction management before joining the firm in 2013.

Today, he serves in two key roles. As a senior wealth advisor, he partners with clients to help bring clarity to their finances and reduce uncertainty about their financial future. As a senior director, he leads the team in our Santa Barbara office.

Jonathan is enthusiastic about the positive impact financial planning can have on clients’ lives. He likes walking alongside them through life’s highs and lows, helping them retire confidently, reducing lifetime taxes, and creating meaningful legacies for their families and communities. Known for being a thoughtful teacher, attentive listener, and trusted coach, Jonathan is unconditionally committed to serving his clients with integrity.

Inspired by a close relationship with his father and a belief that money is a means to an end, not the goal, Jonathan pursued a career in wealth management. He graduated cum laude from Westmont College with dual degrees in political science and economics and business and earned his MBA from Western Governors University. He earned the CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant®, and Certified Private Wealth Advisor certifications.

Outside of work, Jonathan enjoys spending time with his wife, daughter, and son. A lifelong learner, he reads between 20 and 60 books a year, peaking at 100 in 2019. He also enjoys lifting weights, long walks with his dog, and making the most of Santa Barbara’s outdoor lifestyle, whether hiking in the hills or relaxing at the beach.