Jonas Merrill (CFP®)

Jonas Merrill focuses in the
following client markets or areas of practice:

  • AUM
  • Cash Flow/Budgets/Credit Issues
  • Investment Advice with Ongoing Management
  • Millennials
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

NAPFA Start Date

June 09, 2023

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This Office

6213 N Haight Ave Portland, OR 97217-2119 Phone: (971) 357-2197