Meet Jonathan
Jonathan is a Sr. Wealth Advisor residing in Charleston, SC. He joined Mercer Advisors in 2023. He began his career in financial planning in 1994 and has since held key leadership roles, including founding and leading his own successful firm for 24 years, and then serving as director of wealth management for a boutique firm in Los Angeles. Jonathan is a CERTIFIED FINANCIAL PLANNER® professional and an Enrolled Agent. He earned a B.A. in English literature at The Citadel. Jonathan accepted a commission in the U.S. Army (Infantry) upon graduation and is a Gulf War veteran.
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
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
His working style
Jonathan is a big-picture communicator and dreamcaster who excels at motivating others to be proactive about accomplishing their dreams and goals. If your life’s legacy is an important consideration, Jonathan’s a good fit for you.
Jonathan in real life
Why do you like working at Mercer Advisors?
I love the collaborative approach and the ability to guide a team of specialists in their fields to help bring maximum financial efficiency to the clients I serve.
Any words you try to live by?
“We’re doing it!”
What keeps you busy outside of work?
My faith, my family, and the Folly Beach Surf Report.
Jonathan’s snapshots
Meet Jonathan’s Teammates
Sloan Petereit
Associate Wealth Advisor
What Jonathan Says
Sloan is the quintessential number cruncher. She is very meticulous and thorough. When I need math, I know she has the right answer.
Jonathan Gossens
Sr. Investment Strategist
What Jonathan Says
Jonathan’s passion is cutting-edge portfolio design and ensuring that our clients have investments that reflect our best academic thinking.
Steven Elliott
Tax Director
What Jonathan Says
Steve’s a talented tax pro who gives smart, up-to-date advice. He’s all about helping to boost your bottom line and making sure you don’t pay a penny more in taxes than you have to.
Logan L. Baker
Lead, Sr. Wealth Strategist
What Jonathan Says
Logan is instrumental in designing legacy plans for our clients. We have a multi-generational focus, and he helps our clients build wealth generation after generation.
Marzena Hanek
Client Development Associate
What Jonathan Says
Marzena is responsible for linking our new clients’ accounts to the firm. She is the first team member to interact with our clients during the onboarding process.
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