Jonathan
Mertens
Goldman Sachs Personal Financial Management
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About this Advisor
Jonathan Mertens is a financial advisor operating out of Fort Collins, Colorado who has 1 year of industry experience. Mertens is on the advisory team at Goldman Sachs Personal Financial Management. Mertens has gained experience at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Colorado State University, Qdoba Mexican Grille, Waddell And Reed Financial Advisors and Fort Collins High School. Mertens maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Colorado. Goldman Sachs Personal Financial Management is a financial advisory company that has its headquarters in Newport Beach, CA. The investment advisory business has offices in 87 locations and a total of 727 people on staff. It handles $13 billion in assets between its 82,991 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 153 charitable organizations. Of its 82,991 customer accounts, 17% belong to high-net-worth individuals who have at least $1 million in assets. Goldman Sachs Personal Financial Management provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors usually depend on the type of financial services. Fees charged by Goldman Sachs Personal Financial Management likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goldman Sachs Personal Financial Management Brokerage Details
$13,178,742,322
727
82,991
$158,797
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jonathan Mertens Work History
Jonathan has been registered as a financial advisor for 1 years.*
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Waddell And Reed Financial Advisors
Colorado State University
Colorado State University
Qdoba Mexican Grille
Fort Collins High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Mertens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Goldman Sachs Personal Financial Management
Peachtree Corners, GA
San Diego, CA
Carnegie, PA
Newport Beach, CA
Troy, MI
Great Falls, VA
Westport, CT
Irving, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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