Meet Jonathan
Jonathan is a Wealth Advisor based in Santa Barbara. He joined the firm in 2013 after serving as a Sales Outreach Specialist for one year in another industry. Jonathan earned a MBA from Western Governors University. He is a CERTIFIED FINANCIAL PLANNER® professional since 2016, a Chartered Financial Consultant®, and a Certified Private Wealth Advisor®.
Jonathan’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Jonathan has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Private markets, including fund due diligence, liquidity planning, and portfolio integration
- Concentrated stock positions that require strategic diversification and tax efficiency
- Advising physicians with insurance, debt, and investment strategies
His working style
Jonathan is a good teacher, an excellent listener, and a great coach. He is unconditionally committed to serving his clients with integrity. He helps take the uncertainty out of your finances while being kind, pragmatic, and data driven. He prefers a direct and concise communication style.
Jonathan in real life
What keeps you busy outside of work?
I enjoy spending time with my wife and kids. If you wake up at 5 a.m., you can find me at the gym or walking the dog most days. I also love to read.
What makes you tick?
I am always trying to leave things better than I found them. If I see something out of place I clean it up. I work hard to understand the best path forward and try to inspire others with this vision.
Why do you like working at Mercer Advisors?
There is a very prevalent positive team attitude at Mercer Advisors. When I ask for help, rarely do I get a “that’s not my job” attitude. Everyone is working together to solve problems for our clients.
Jonathan’s snapshots
AdvisorHub Advisors to Watch 2025: To be considered for the rankings, advisors complete an application and have at least $150m in AUM, seven years of experience, two years of good standing tenure at their current firm, and a clean regulatory record. The collective AdvisorHub rankings celebrate excellence in scale, growth, and professionalism—qualities that define our team.
AdvisorHub Top 100 Advisors to Watch 2024: To be considered for the rankings, advisors complete an application and have at least $150m in AUM, seven years of experience, two years of good standing tenure at their current firm, and a regulatory record of two or fewer complaints and no significant judgments.
Forbes Next-Gen Wealth Advisors, Best-In-State 2025: The rankings, developed by SHOOK Research, is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Meet Jonathan’s Teammates
Sarai Covell
Director, Client Service – Wealth Path & NCSS
What Jonathan Says
Sarai is focused on ensuring we operate efficiently to minimize avoidable errors. Her process-focused approach allows new employees to serve clients better by ensuring they get good training from the beginning.
Matt Cook
Managing Director
What Jonathan Says
Matt cares about his team. He always has time to talk and give advice on how we can best solve clients’ problems. He knows and cares about me as a person and I trust him to always do what is right.
Stefani Kohler
Wealth Advisor
What Jonathan Says
Stefani is an extremely caring and committed advisor. She consistently goes above and beyond for her clients. I have total confidence in her and told my wife to hire Stefani as her Wealth Advisor if I ever die.
Nathan Cha
Financial Planner
What Jonathan Says
Nathan is conscientious and detail-oriented. He spends time to understand how things work to ensure they are done correctly. If he says something was done properly, you can be sure it was.
Doug Fabian
Sr. Vice President
What Jonathan Says
Doug asks good questions, listens closely, and does a great job of motivating the team to help new clients. I have worked with Doug for almost a decade and enjoyed all of it. It is people like Doug Fabian who make work fun!
Articles by Jonathan
Charitable Giving Strategies to Match Your Long-Term Goals
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