Jonah Shafer

Jonah Shafer is a wealth strategist at Mercer Advisors where he develops and executes comprehensive wealth management strategies for high-net-worth and ultra-high-net-worth individuals and families.

Prior to joining Mercer Advisors, Jonah worked at major broker-dealers, including Raymond James and Ameriprise, as well as boutique registered investment advisory firms. He is a CERTIFIED FINANCIAL PLANNER® Professional and holds a FINRA Series 66 license.

Originally from Michigan, Jonah is now based in San Diego, where he works nationally with prospects and clients. Jonah earned his bachelor’s degree in business administration with high honors from Western Michigan University’s Haworth College of Business.