Jonathon Bonnoront
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
Findlay, OH 45840
Credentials
Series 66
Industry experience
8 years
Jonathon Bonnoront is a Senior Financial Advisor with Merrill Lynch Wealth Management. He is a member of the Bonnoront-Mangiola Wealth Management Group, which includes three advisors, one Senior Relationship Manager, and two Client Associates. Jonathon works closely with clients to help them achieve financial goals such as retirement income planning, legacy planning, college education funding, and managing liquidity events.
Since beginning his financial services career in 2017, Jonathon has concentrated on a goals-based approach to wealth management. He listens carefully to clients' needs to ensure every strategy is tailored to their individual objectives. His expertise includes portfolio management, personal retirement planning, legacy planning, investment strategy for individuals and corporations, and specialized services for endowments, foundations, and non-profits. Drawing on resources from Merrill Lynch and Bank of America, he provides comprehensive support to address various aspects of clients' financial lives.
Jonathon holds a Bachelor's Degree from Mount Union College and professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Findlay with his wife, Casey. Outside of work, he has interests in cooking, football, ice hockey, reading, and skiing.
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
127 E Main Cross St
Findlay, OH 45840
Ohio · Texas
Bank of America, N.A.
2017 - Present (9 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2017 - Present (9 years)
Enterprise Holdings
2017 - 2017 (1 year)
Enterprise Holdings
2016 - 2017 (1 year)
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