Jonathan Michael Mertens is an investment adviser representative (IAR) with state registration records since 2017, appearing at 2 firms. Currently registered with UNITED CAPITAL FINANCIAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2022-04-06 | present | Yes |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2017-08-25 | 2021-12-20 | — |