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Jonas Merrill, CFP®

Jonas Merrill, CFP®

Participant Service Representative

Followers of Jonas Merrill, CFP®490 followers
location of Jonas Merrill, CFP®Portland, Oregon, United States

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  • Timeline

  • About me

    Dad | Founder and Financial Planner at Pathlight Financial Planning

  • Education

    • Dalton Education

      2022 - 2022
      CFP® CERTIFICATION EXAM REVIEW

    • Towson High Law & Public Policy

      1995 - 1999

    • University of Portland Pamplin School of Business

      2019 - 2020
      Executive Certificate in Certified Financial Planning Financial Planning and Services

    • Towson University

      2001 - 2004
      Bachelor of Science - BS Economics

    • The Johns Hopkins University - Carey Business School

      2006 - 2007
      Graduate Certificate in Business and Management Business Administration and Management, General

  • Experience

    • T. Rowe Price

      Jul 2005 - Nov 2005
      Participant Service Representative

    • The Standard

      May 2009 - Jun 2019

      • Financial Services Manager

        Nov 2016 - Jun 2019

      • Financial Services Analyst II

        Apr 2015 - Nov 2016

      • Financial Services Analyst I

        May 2013 - Apr 2015

      • Advisory Service Representative

        Mar 2011 - May 2013

      • Participant Service Representative

        May 2009 - Feb 2011

    • Modernist Financial

      Nov 2019 - May 2022
      Associate Financial Planner

    • Skyline Financial NW

      Jan 2023 - Jun 2023
      Senior Paraplanner

    • Pathlight Financial Planning

      Oct 2023 - now
      Founder and Financial Planner

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board
      Dec 2022