Jonathan G. Brown, CFP®– Senior Vice President – Wealth Management Advisor, Portfolio Manager
Jonathan has been at Merrill since 2005 and is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He was recently recognized and named to the Forbes "Best-In-State Wealth Advisors" list in 2025, 2024, 2023, 2022 and 2021 (*Published annually Jan – April. Rankings based on data as of June 30 of prior year) as well as the "Best-in-State Wealth Management Teams" in January 2025 (*Published annually in January. Rankings based on data as of March 31 of prior year.) He has been providing clients with advice and wealth management planning at Merrill his entire career. Working with each client individually he develops a financial game plan tailored to their unique needs and objectives. Clients include high net worth individuals and families, business owners, senior level executives and directors of small-mid size corporations, as well as charitable organizations.
Jonathan is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party strategies. He utilizes strategies based on "modern portfolio theory" that proper asset allocation can provide long-term out performance. He considers client service to be the highest priority and provides the personal attention and care significant wealth warrants.
EMPHASIS: Disciplined Asset Allocation Open Architecture Investment Management Municipal and Taxable Fixed Income Concentrated Stock Management Alternative Investments & Private Equity Cash/Fixed Income Management Retirement Cash Flow Planning Exit Planning for Business Owners Trust and Estate Planning Services
Jonathan received his Bachelor's degree in Economics along with his International Finance degree from Brandeis University. He was awarded the CFP® certification by the Certified Financial Planner Board of Standards, Inc. in 2008. Jonathan holds FINRA registrations Series 7 & 66 and is fully registered in all 50 states. Jonathan is a member of the Danvers Rotary Club and resides with his wife and two daughters on the North Shore.

***Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Published January 9, 2025. Rankings based on data as of March 31, 2024.2025 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 futureperformance 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.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.**I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.