The Jones Fletcher Group Team Photo

The Jones Fletcher Group

Merrill Lynch Wealth Management
100 Wilshire Boulevard
Suite 300
Santa Monica, CA 90401
(800) 498-4340
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Jones Fletcher Group
Merrill Lynch Wealth Management
Welcome

At The Jones Fletcher Group, we provide comprehensive wealth management services to clients and their families. Our team is committed to looking beyond your assets in order to understand the opportunities and aspirations they represent for your family. Supported by the investing insights and global resources of Merrill and the banking convenience of Bank of America, our team uses our depth of experience to develop a customized wealth management strategy designed to keep you on track toward your goals.

We take a “family tree” approach to working with our clients, meaning that we embrace each generation of your family as you work toward your unique financial objectives—from teenagers opening their first accounts, to young couples growing their families, to career professionals preparing for retirement, to grandparents enjoying the rewards of a productive life.

We have adopted a straightforward approach to asset allocation: when your portfolio’s allocations begin to drift away from your initial target—due to market movements and their subsequent effect on your assets—we proactively rebalance your portfolio to realign your allocations with your original strategy.

Some financial advisors rebalance assets by the calendar—for example, on a quarterly basis. But during a volatile market, your allocations can shift significantly in just a few months or even weeks. We’ve found that our systematic approach works well in periods of market fluctuation, because it helps ensure that your portfolio never strays very far from its initial allocation, which was customized specifically to your personal wealth objectives.

Videos
Financial Planning with Merrill Personal Wealth Analysis® (PWA)
Recognition
Richard Jones
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2020-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Show more recognition
The Jones Fletcher Group Team Photo
The Jones Fletcher Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Philosophy

Before we invest your assets, we learn about your current financial situation and your goals, values, challenges and priorities for the future. Then, we use this information to develop an asset allocation strategy designed to position you to meet your goals while taking on the least amount of risk.

Capabilities
Our clients tell us that we bring an exceptional level of care and concern to every client relationship. From our CERTIFIED FINANCIAL PLANNER™ professionals to our dedicated support team, we share a commitment to helping you achieve your goals with a personalized, flexible and seamless experience.

Focus on Individuals and Families
We have found that when we work with multiple generations within a family, we can better anticipate the responsibilities and challenges that may lie ahead for each of you. Therefore, we can be better prepared to help meet your needs at every life stage and coordinate each element of your financial life more effectively.

Meet Our Team
James P Fletcher
Senior Vice President, Senior Consultant
310.996.2029
Richard Jones,

CFP®

Managing Director, Wealth Management Advisor
310.996.2000
Kristopher Kasarjian,

AAMS™,CPFA™

Vice President, Senior Financial Advisor
310.996.2073
Nicholas Grose
Vice President, Financial Advisor
310.996.2032
Brandon Jones
Financial Advisor
310.996.2110
Tiffany Orgill
Registered Senior Wealth Management Client Associate
801.426.6068
Jasmine J. Grajeda
Registered Senior Wealth Management Client Associate
310.996.2006
Darleen Romero
Wealth Management Client Associate
310.996.2045
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jennifer E Shen
Senior Wealth Management Lending Officer
NMLS #637471
Daniel Rouhi
Wealth Management Banking Specialist
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.