Jonathan
Merrigan
Financial Engines Advisors L.L.C
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About this Advisor
Jonathan Merrigan is a certified financial planner who works in Burlington, Massachusetts who has 5 years of industry experience. Merrigan works at Financial Engines Advisors L.L.C. Over the course of their career, they have held roles at Fidelity Brokerage Services LLC, Financial Engines Advisors L.L.C, Edelman Financial Services, LLC and Ef Legacy Securities, LLC. Merrigan holds Series 63 and Series 66 licenses, certifying them as a securities representative, and can advise clients in Massachusetts and Texas. Financial Engines Advisors L.L.C is a business based in Santa Clara, CA. The company has offices in 149 locations and a total of 1,514 financial advisors. It has $242 billion in assets under management across its 1,594,707 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 54 charitable organizations. Of its 1,594,707 accounts, just 2% belong to high-net-worth clients who have more than $1 million in investable assets. The company provides a broad range of services, including 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 and educational seminars. Fees for financial advice usually are based on which service is provided. However, fee types billed by Financial Engines Advisors L.L.C can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Engines Advisors L.L.C Brokerage Details
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$241,970,176,743
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,514
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,594,707
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$151,733
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
Jonathan Merrigan Work History
Jonathan has been registered as a financial advisor for 5 years.*
Financial Engines Advisors L.L.C
Edelman Financial Services, LLC
Ef Legacy Securities, LLC
Fidelity Brokerage Services LLC
*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 Merrigan 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 Financial Engines Advisors L.L.C
Alexandria, VA
Overland Park, KS
Phoenix, AZ
Roseville, CA
Farmington, CT
Fairfax, VA
Fairfax, VA
Whitman, MA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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