Jonathan Brown

Jonathan G. Brown, CFP® – Managing Director – Wealth Management Advisor, Portfolio Manager
Jonathan has been at Merrill Lynch 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 2026 and 2025 (*Published annually in January. Rankings based on data as of March 31 of prior year.) He has been providing ultra-high net worth 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 affluent 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 Tax-Efficient 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 was a student athlete at Brandies University receiving his Bachelor's degree in Economics along with his International Finance degree. He was a 4 year starter for the baseball team playing LF and 3B, earning First Team All UAA Conference Honors in 2000, 2001 and 2003 and was named the MVP in the 2003 ECAC Division III Tournament where he helped his team win the Championship and to advance to the NCAA Tournament for the 18th time in Brandeis school history. In 2003/2004 he was invited to play Professional Baseball in the Australian League for the Sydney, North Shore Squad. Today he enjoys numerous recreational activities such as boating, fishing, surfing, skiing, Men's softball and strength and conditioning. He is active in the community, serving as a board member for his local communities Girls Youth Softball Association, as well as donating his time to coach various youth recreational softball and soccer teams over the last 10+ years. 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 resides on the North Shore with his wife Michele, two daughters Olivia and Sienna and two dogs Rex and Gino.



*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.
*Asset allocation does not ensure a profit or protect against loss in a declining market.
***Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings 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). 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. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. 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. 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.

**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.