Jonathon D. Merickel

CFP®, MBA

Portfolio Advisor

I’m most grateful to work at Savant to be surrounded by such a talented team of professionals who genuinely care about helping our clients pursue their financial and life goals.

200 W. Madison Street Suite 2601 Chicago, IL 60606
312.526.3680
5151 Mochel Drive Suite 301 Downers Grove, IL 60515
630.271.0033

Jonathon is a portfolio advisor in Savant’s Chicago Loop and Downers Grove, IL offices.

As a CERTIFIED FINANCIAL PLANNER® professional, Jonathon is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Jonathon has been involved in the financial services industry since 2002. Prior to joining Savant, he worked for several different firms over his 20-year career, most recently as a lead financial planner for a nationwide advisory firm in downtown Chicago.

Jonathon is active with Catholic Charities, The Night Ministry, National Alliance on Mental Illness of Chicago, and Financial Planning Association of Illinois.

Jonathon earned a bachelor of science degree in information management and technology from Syracuse University and a master of business administration (MBA) degree from Le Moyne College.

Jonathon is married and has a daughter and a son. He enjoys distance running, spending as much time as possible in the outdoors, and traveling with his family.


Articles &
Media

Reset and Recharge: The Growing Trend of Micro-Retirement
Healthcare, Wellness, and Financial Planning
Retirement Prep 101: Reviewing Your Social Security Benefits
7 Tax Questions to Help You Stay on Track
Taming Your Spending Through Budgeting
From Romance to Retirement: How to Discuss Finances with Your Partner
What Is This “Backdoor Roth IRA” and Is It For Me?
Tips for Saving Money on Utility Bills During Colder Months
What Should You Keep in Your Purse or Wallet?
Slim Down Your Wallet: Why Carrying Less is Smart
Tips for Avoiding Online Scammers
Moving Abroad: Financial Considerations
Credit Card Rewards: Be Strategic
Transitioning to a Continuing Care Retirement Community
Social Security Spousal Benefits: Who Qualifies and How Much?
Protect Your Investment: Reviewing Your Homeowners Insurance
Maximizing Compensation Beyond Salary: A Strategic Approach for Pre-Retirees
What Exactly is Portfolio Rebalancing?
How Powers of Attorney Can Protect Your Future
Financial Decluttering: Streamlining Your Financial Life for Optimal Health
Should you Buy a Home with a Friend?
Avoid These Common Tax Filing Mistakes
Reviewing Auto Insurance Coverage
“Loud Budgeting” is Really Just an “Expense Needs Analysis”
Is This Taxable Income?
Sitting on a Year-End Bonus: Financial Planning Priorities
Holiday Gift Idea for Kids: Roth IRA
Financial Planning: Taking a Career Sabbatical
How Long Will My Money Last in Retirement? | Ask a Savant Financial Advisor
Margin Accounts: Playing With House Money?
Summer Childcare Budgeting – FSA or Tax Credit?
The Pros and Cons of Fractional Ownership of a Vacation Home
Getting Married this Summer? The Financial Planning of a Prenuptial Agreement
The Tax Benefits of Home Improvements
What Should I Do With My Cash?
Should You Own Or Lease Your Car?
Paying Off Consumer Debt
Saving For College

Education &
Designations

  • Syracuse University
    Bachelor of Science in Information Management and Technology
  • Le Moyne College
    Master of Business Administration (MBA)
  • CERTIFIED FINANCIAL PLANNER® professional

Affiliations &
Community Service

  • Catholic Charities – volunteer
  • The Night Ministry – volunteer
  • National Alliance on Mental Illness of Chicago – volunteer
  • Financial Planning Association of Illinois – member

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Contact Jonathon

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