Jonathan Chance
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Little Rock, AR 72212
Credentials
Series 63, Series 66
Industry experience
16 years
Jonathan Chance is a Financial Advisor with Merrill Lynch Wealth Management. He provides wealth management, economic and investment research, analysis, and recommendations for high-net-worth clients. Jonathan's approach involves developing comprehensive plans designed to meet clients' financial goals through tax efficiency and risk-appropriate investment portfolios.
Since beginning his financial services career in 2006, Jonathan has gained experience in analysis, trading, and planning. He has worked with major firms such as JP Morgan Chase, Fidelity, Charles Schwab, First Security Bank of Arkansas, Northwestern Mutual, and Merrill. His areas of expertise include education planning, executive compensation, family wealth management strategies, institutional investment consulting, and tax minimization, among others.
Jonathan holds a Master's Degree from Texas AandM University System, a Bachelor's Degree from Northwestern State University of Louisiana, and an Accredited Certificate from Yale University. He holds professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is a member of professional organizations such as the College for Financial Planning and the Investments & Wealth Institute. In his community, Jonathan serves as a Board Member of Providence Classical Academy and as a Deacon at Grace Bible Church of Conway. He speaks English, Spanish, and Romanian. His personal interests include boxing, chess, music, reading, singing, spending time with family, traveling, and writing.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
2200 N Rodney Parham Rd
Little Rock, AR 72212
Arkansas · Texas
Bank of America, N.A.
2022 - Present (4 years)
Merrill
2022 - Present (4 years)
Northwestern Mutual Wealth Management Company
2022 - 2022 (1 year)
Northwestern Mutual Investment Services LLC
2021 - 2022 (1 year)
Osmar Garcia
2021 - 2022 (1 year)
Gilberto Garcia
2021 - 2022 (1 year)
Grey Wisdom Investment Properties
2021 - 2021 (1 year)
Garcia Wealth Management Northwestern Mutual
2021 - 2021 (1 year)
First Security Bank
2021 - 2021 (1 year)
Unemployed
2020 - 2021 (1 year)
Charles Schwab
2017 - 2020 (3 years)
Fidelity Investments
2015 - 2017 (2 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Real estate agent
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Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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