Jonathan Smith: Email & Phone Number
Opt-OutPosition:
Merrill Financial Solutions Advisor at Merrill Lynch
Location:
Irvine, California, United States
Found email addresses for Jonathan Smith:
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Dec 2025 - Current
Jan 2025 - Dec 2025
Jun 2024 - Apr 2025
- Jun 2024
Jan 2022 - Jun 2024
Their professional focus is 401(k) Retirement Savings Plans, 529 Plans, and Account Management across 3 core areas.
Jonathan holds Accredited Wealth Management Advisor™ or AWMA® Professional Designation, Chartered Retirement Planning Counselor, and Series 66 certifications.
Jonathan Smith Namesakes
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