Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa®
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Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa® Email & Phone Number

Sr. Director, Sr. Wealth Advisor, and Shareholder at Mercer Advisors
Location: Santa Barbara, California, United States 2 work roles 5 schools
1 work email found @merceradvisors.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@merceradvisors.com
LinkedIn Profile matched
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Current company
Mercer Advisors
Role
Sr. Director, Sr. Wealth Advisor, and Shareholder
Location
Santa Barbara, California, United States
Company size
1256 employees

Who is Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa®? Overview

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Quick answer

Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa® is listed as Sr. Director, Sr. Wealth Advisor, and Shareholder at Mercer Advisors, a company with 1256 employees, based in Santa Barbara, California, United States. AeroLeads shows a work email signal at merceradvisors.com and a matched LinkedIn profile for Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa®.

Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa® previously worked as Sr. Director, Sr. Wealth Advisor at Mercer Advisors. Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa® holds Chartered Financial Consultant from The American College Of Financial Services.

Company email context

Email format at Mercer Advisors

This section adds company-level context without repeating Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa®'s masked contact details.

*@merceradvisors.com
71% confidence

AeroLeads found 1 current-domain work email signal for Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa®. Compare company email patterns before reaching out.

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Profile bio

About Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa®

Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa® is a Sr. Director, Sr. Wealth Advisor, and Shareholder at Mercer Advisors. He possess expertise in public speaking, research, critical thinking, microsoft office, social media and 11 more skills. He is proficient in English and Spanish.

Listed skills include Public Speaking, Research, Critical Thinking, Microsoft Office, and 12 others.

Current workplace

Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Mercer Advisors
Mercer Advisors
Sr. Director, Sr. Wealth Advisor, and Shareholder
Santa Barbara, CA, US
Website
merceradvisors.com
Employees
1256
AeroLeads page
Company profile
View company profile Email format
2 roles

Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa® work experience

A career timeline built from the work history available for this profile.

Sr. Director, Sr. Wealth Advisor, And Shareholder

Mercer Advisors

Santa Barbara, CA, US

Sr. Director, Sr. Wealth Advisor

Current
Mercer Advisors

Santa Barbara, California Area

Help clients experience increased confidence regarding their financial picture. Provide excellent service to help clients set and achieve their financial goals.

Dec 2013 - Present
Team & coworkers

Colleagues at Mercer Advisors

Other employees you can reach at merceradvisors.com. View company contacts for 1256 employees →

SC Sarah Cannon, Cfp® Sarah Cannon, Cfp® Colleague at Mercer Advisors Atlanta, Georgia, United States, United States View → SS Shelby Smith, Shrm-Cp Shelby Smith, Shrm-Cp Colleague at Mercer Advisors Greater Richmond Region, United States View → KF Karin F. Karin F. Colleague at Mercer Advisors Minneapolis, Minnesota, United States, United States View → RH Ross Hasek Ross Hasek Colleague at Mercer Advisors Charlotte, North Carolina, United States, United States View → KM Kobrah Mcfaden Kobrah Mcfaden Colleague at Mercer Advisors Houston, Texas, United States, United States View → KO Karin Osofsky Karin Osofsky Colleague at Mercer Advisors United States, United States View → RB Rebekah Burns, Ms, Cfp®, Chfc®, Cdfa® Rebekah Burns, Ms, Cfp®, Chfc®, Cdfa® Colleague at Mercer Advisors Greater Houston, United States View → TN Theresa Nichols Theresa Nichols Colleague at Mercer Advisors Las Vegas, Nevada, United States, United States View → RH Remington Hock Sampson, Cfa Remington Hock Sampson, Cfa Colleague at Mercer Advisors Jupiter, Florida, United States, United States View → IW Irene Wolf Irene Wolf Colleague at Mercer Advisors Santa Barbara, California, United States, United States View →
5 education records

Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa® education

Ba, Business And Economics; Political Science

Westmont College

Activities and Societies: Cross Country, Track and Field, Omnicron Delta Epsilon The International Economics Honor Society, Pi Sigma Alpha.

FAQ

Frequently asked questions about Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa®

Quick answers generated from the profile data available on this page.

What company does Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa® work for?

Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa® works for Mercer Advisors.

What is Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa®'s role at Mercer Advisors?

Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa® is listed as Sr. Director, Sr. Wealth Advisor, and Shareholder at Mercer Advisors.

What is Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa®'s email address?

AeroLeads has found 1 work email signal at @merceradvisors.com for Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa® at Mercer Advisors.

Where is Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa® based?

Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa® is based in Santa Barbara, California, United States while working with Mercer Advisors.

What companies has Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa® worked for?

Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa® has worked for Mercer Advisors.

Who are Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa®'s colleagues at Mercer Advisors?

Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa®'s colleagues at Mercer Advisors include Sarah Cannon, Cfp®, Shelby Smith, Shrm-Cp, Karin F., Ross Hasek, and Kobrah Mcfaden.

How can I contact Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa®?

You can use AeroLeads to view verified contact signals for Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa® at Mercer Advisors, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa® attend?

Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa® holds Chartered Financial Consultant from The American College Of Financial Services.

What skills is Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa® known for?

Jonathan Mitchell, Mba, Cfp®, Chfc®, Cpwa® is listed with skills including Public Speaking, Research, Critical Thinking, Microsoft Office, Social Media, Salesforce.Com, Powerpoint, and Writing.

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