Jonathan Chang

Jonathan Chang is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. Jonathan works closely with clients at multiple stages in their financial lives, supporting their efforts to grow, preserve, and transfer their wealth more effectively.
 
Clients look to Jonathan as a single source for integrated wealth management, from planning and investing to access to banking services and residential lending through Bank of America. He prides himself on his reliable follow-through, streamlining the many moving parts of client wealth.
 
With more than two decades at the firm, Jonathan is skilled in connecting clients to meaningful resources, enterprise wide. He serves as a bridge between generations, tailoring his approach to the unique circumstances of each relationship. Jonathan is thankful for the strong bonds he enjoys with client families and looks to deepen those ties for years to come.
 
Jonathan has served as a Wealth Management Advisor with the firm since 2006. He earned his Bachelor’s degree in Finance from California State University, Fullerton. He holds the Certified Private Wealth Advisor® and Chartered Retirement Planning Counselor™ designations.
 
Jonathan is a qualified Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
 
In his free time, Jonathan enjoys snowboarding and holds a Black Belt in Brazilian Jiu Jitsu. Weekends often find him on the sidelines of his children’s sporting events, enthusiastically cheering on their teams.

Jonathan and his team have been named to the Forbes Best-in-State Wealth Management Teams List for 2026, 2025, 2024, and 2023 (Published annually in January. Rankings based on data as of March 31 of prior year). This list recognizes the top advisory teams in each state, based on both quantitative and qualitative data.

He was also honored in the Forbes Best-in-State Next-Generation Wealth Advisors List in 2022 and 2019, which features the top 250 next-gen advisors nationwide (Published annually Aug. – Sept. Rankings based on data as of March 31 of current year). Jonathan earned a spot on the 2018 Forbes Top Next-Generation Advisors List, recognizing 1,000 young, emerging talents shaping the future of wealth management (Published on July 25, 2018. Rankings based on data as of March 31, 2018).

^{*2018 Forbes “America’s Top Next-Generation Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1979 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
*Forbes | SHOOK® “Top Next-Gen Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1987 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
*Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.}