Jonathan Langley is a Wealth Management Advisor with Keller, Spedaliere and Langley at Merrill Lynch Wealth Management. He is also a qualified Portfolio Manager who provides traditional advice and guidance while helping clients pursue their objectives by building and managing personalized or defined strategies. These strategies may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, he may manage their strategies on a discretionary basis.
Jonathan's interest in investing began at the age of ten when he requested a meeting with his family's financial advisor. He began interning with the wealth management team as a high school senior and continued through college while attending Rutgers University. Upon graduating in 2006, he joined the team officially. Jonathan holds a Bachelor's Degree from Rutgers University and is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Personal Investment Advisor (PIA) designation.
Jonathan resides in Lebanon, New Jersey with his wife, Jonya, and their two children. He is an avid reader and follows the Dave Matthews Band and the New York Giants. His interests include traveling with his family, spending time on Long Beach Island, entertaining family and friends, home improvement projects, and the arts. Jonathan attained the rank of Eagle Scout in 1999 and serves as the 2002 St. Joseph High School Class Chair. He is active in community organizations, serving as a Cub Scout Den Leader, and he and his wife are sustaining members of PBS and supporters of St. Jude's Children's Hospital. They are parishioners of the Church of the Holy Spirit in Lebanon.