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Jonathan Schmitt Email & Phone Number
Advisor Development Program | Client Associate
at
Merrill Lynch
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✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Advisor Development Program | Client Associate
Location
Greater Philadelphia, United States
Company size
Who is Jonathan Schmitt? Overview
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Quick answer
Jonathan Schmitt is listed as Advisor Development Program | Client Associate at Merrill Lynch, a with 34842 employees, based in Greater Philadelphia, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Schmitt.
Jonathan Schmitt previously worked as Incoming Client Associate at Merrill Lynch and Incoming 2025 Summer Analyst at Jpmorganchase. Jonathan Schmitt holds Bachelor Of Science - Bs, Finance, General, 3.8 from West Chester University Of Pennsylvania.
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Merrill Lynch
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Profile bio
About Jonathan Schmitt
Finance Major at West Chester University. Pursuing hands on experience in the wealth management industry.
Listed skills include Teamwork, Public Speaking, and Bloomberg Terminal.
Current workplace
Jonathan Schmitt's current company
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Merrill Lynch
8 roles
Jonathan Schmitt work experience
A career timeline built from the work history available for this profile.
Incoming Client Associate
Incoming 2025 Summer Analyst
Treasurer
- Manage all financial tasks needed by the club in collaboration with the Student Services Incorporated (SSI)- Deliver budget presentations to University staff to enhance club efficiency - Overview group payroll and expenses through the business office
Sector Head
-Lead a team of Analysts from the WCU Investment Group-Synthesize and analyze research regarding current and prospective equity investments for the growth and value funds utilizing the Bloomberg Terminal
Sep 2023 - Apr 2024
Financial Analyst
- Analyst for the Consumer Discretionary and Staples Sector- Utilize the Bloomberg Terminal to analyze prospective equities for the Value and Growth Fund- Collaborate with my sector to pitch equities in front of a 300-member group
Sep 2022 - Aug 2023
President
-Guide our chapter meetings, ensuring everyone feels heard and valued, all while upholding our constitution and bylaws in mind.- Coordinate with our treasurer to navigate the financial status of the chapter along with creating a budget that will positively impact the chapter.- Listen and address our chapter's unique needs, working together to set clear goals, and making sure everyone has a role that suits their strengths.- Attend Alumni meetings as the face of our chapter, building connections, and creating opportunities for brothers.
Financial Planning Intern
New Century Financial Group, Llc
• Utilized Morningstar investment software to analyze separately managed accounts• Supported the financial planning team to develop cash flow base financial plans• Attended client consultations, evaluated client needs, and listened to advisor-client communication
May 2024 - Aug 2024
Team & coworkers
Colleagues at Merrill Lynch
Other employees you can reach at ml.com. View company contacts for 34842 employees →
MR
Murali Rajagopalan (Gopal), Cfa
Colleague at Merrill LynchChatham, New Jersey, United States
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AM
Anne Madeira
Colleague at Merrill LynchPhiladelphia, Pennsylvania, United States
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BE
Barry Epperson
Colleague at Merrill LynchSan Luis Obispo, California, United States
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DB
David Briegs, Cfp®, Cima®, Crpc™
Colleague at Merrill LynchBridgewater, New Jersey, United States
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RS
Rossarin Samudjai
Colleague at Merrill LynchCromwell, Connecticut, United States
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SD
Stefan Duval
Colleague at Merrill LynchGreater Chicago Area, United States
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DW
Destini W.
Colleague at Merrill LynchWashington Dc-Baltimore Area, United States
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CE
Carey Egan
Colleague at Merrill LynchCarmel, Indiana, United States
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JM
Jaime Mariscal, Cfp®
Colleague at Merrill LynchPonte Vedra Beach, Florida, United States
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AC
Alexander Callahan
Colleague at Merrill LynchSeattle, Washington, United States
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Murali Rajagopalan (Gopal), Cfa
Colleague at Merrill LynchChatham, New Jersey, United States
View →
AM
Anne Madeira
Colleague at Merrill LynchPhiladelphia, Pennsylvania, United States
View →
BE
Barry Epperson
Colleague at Merrill LynchSan Luis Obispo, California, United States
View →
DB
David Briegs, Cfp®, Cima®, Crpc™
Colleague at Merrill LynchBridgewater, New Jersey, United States
View →
RS
Rossarin Samudjai
Colleague at Merrill LynchCromwell, Connecticut, United States
View →
SD
Stefan Duval
Colleague at Merrill LynchGreater Chicago Area, United States
View →
DW
Destini W.
Colleague at Merrill LynchWashington Dc-Baltimore Area, United States
View →
CE
Carey Egan
Colleague at Merrill LynchCarmel, Indiana, United States
View →
JM
Jaime Mariscal, Cfp®
Colleague at Merrill LynchPonte Vedra Beach, Florida, United States
View →
AC
Alexander Callahan
Colleague at Merrill LynchSeattle, Washington, United States
View →
2 education records
Jonathan Schmitt education
Bachelor Of Science - Bs, Finance, General, 3.8
High School Diploma
FAQ
Frequently asked questions about Jonathan Schmitt
Quick answers generated from the profile data available on this page.
What company does Jonathan Schmitt work for?
Jonathan Schmitt works for Merrill Lynch.
What is Jonathan Schmitt's role at Merrill Lynch?
Jonathan Schmitt is listed as Advisor Development Program | Client Associate at Merrill Lynch.
Where is Jonathan Schmitt based?
Jonathan Schmitt is based in Greater Philadelphia, United States while working with Merrill Lynch.
What companies has Jonathan Schmitt worked for?
Jonathan Schmitt has worked for Merrill Lynch, Jpmorganchase, West Chester University Investment Group, Alpha Chi Rho Fraternity, and New Century Financial Group, Llc.
Who are Jonathan Schmitt's colleagues at Merrill Lynch?
Jonathan Schmitt's colleagues at Merrill Lynch include Murali Rajagopalan (Gopal), Cfa, Anne Madeira, Barry Epperson, David Briegs, Cfp®, Cima®, Crpc™, and Rossarin Samudjai.
How can I contact Jonathan Schmitt?
You can use AeroLeads to view verified contact signals for Jonathan Schmitt at Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Schmitt attend?
Jonathan Schmitt holds Bachelor Of Science - Bs, Finance, General, 3.8 from West Chester University Of Pennsylvania.
What skills is Jonathan Schmitt known for?
Jonathan Schmitt is listed with skills including Teamwork, Public Speaking, and Bloomberg Terminal.
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