Jonathan Hatfield
Vice President, Wealth Management Advisor
NMLS #943009
250 Monroe Avenue NW
Floor 06
Grand Rapids MI 49503
(616) 242.8316
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My mission is to combine deep technical expertise with a genuine human touch, empowering today's high net worth clients achieve their most important financial goals while guiding the next generation of emerging wealth builders toward joining tomorrow's most affluent families.
About Me
My Background

I began my career in 2009 at JP Morgan's Private Bank, where I developed a deep understanding of the unique financial needs of high-net-worth individuals and families. In 2020, I started my practice at Merrill to continue serving high-net-worth clients and bring my experience to help younger and emerging wealth clients become the next generation of high-net-worth families.

As a Certified Private Wealth Advisor® (CPWA®) and Certified Plan Fiduciary Advisor® CPFA® professional, with degrees in Business Management and Psychology from Hope College, I bring both technical knowledge and human insight to wealth planning.

Meet Our Professional Staff
Tammi L Bakos
Officer, Registered Wealth Management Client Associate
989.791.8403
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.
David Neumann
Senior Structured Credit Executive
Bank of America, N.A.
Casey L Glisson
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1077099
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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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Jonathan Hatfield is registered to do business in AR, AZ, CA, CO, FL, HI, IL, IN, KS, MA, MI, MN, MT, NC, NE, NJ, OH, OK, PA, TX, UT, VT, WI.