Meet Jonathan
Jonathan is a Client Service Specialist based in San Diego, California. He joined Mercer Advisors in 2025 after working in hospitality and real estate for several years. Jonathan earned a B.S. degree in business management with a minor in marketing from Grand Canyon University in 2024. He also passed the FINRA Securities Industry Essentials® (SIE®) Exam.
His working style
Jonathan is known for genuine care and integrity. He brings honesty and transparency to every conversation. He values building long-term relationships built on trust and ultimately wants to make a tangible impact in clients’ lives.
Jonathan in real life
Any words you try to live by?
Integrity, selflessness, and impact.
What keeps you busy outside of work?
Traveling with my beautiful family, golfing, and remaining loyal to the Denver Broncos.
Why do you like working at Mercer Advisors?
Everyone I’ve met at Mercer Advisors genuinely cares about personal growth, career growth, and building relationships.
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