Jonas joined Mercer Advisors in 2023 to advise clients on all aspects of their financial situation and help them achieve their goals. He finds joy in interacting with individuals and families, navigating the complexities of the financial markets.
Jonas began his financial services career in 2018 as an investment analyst at Meketa Investment Group, advising multi-employer and public pensions, endowments and foundations, and corporate defined contribution plans. He also worked as a senior investment analyst for the Northrop Grumman investment team, overseeing fixed income and private credit assets for the pension plan.
Jonas entered the financial services industry with a desire to understand various financial situations and share this knowledge with others, helping them feel confident and secure in managing their money. He earned a Bachelor of Science degree in business administration from the University of the Pacific, where he was a member of the baseball team, and a master’s degree in finance from the University of San Diego. Jonas is a Chartered Financial Analyst® and a member of the CFA Society of San Diego.
A San Diego native, Jonas enjoys spending time outdoors with his wife and two dogs, golfing, cooking, and watching sports.
Indian Wells
74-785 Highway 111 Suite 202 Indian Wells, California 92210