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Jonathan Schmitt Email & Phone Number
Advisor Development Program | Client Associate
at
Merrill Lynch
LinkedIn matched
✓ 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 →
CT
Cole Truxillo, Crpc™
Colleague at Merrill LynchAtlanta, Georgia, United States
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GR
Gregory Rosetti
Colleague at Merrill LynchScranton, Pennsylvania, United States
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RD
Ruth Davis
Colleague at Merrill LynchLevittown, Pennsylvania, United States
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KK
Keith Kbhawkins
Colleague at Merrill LynchChesapeake, Virginia, United States
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AF
Anne Frymoyer
Colleague at Merrill LynchBirmingham, Michigan, United States
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SN
Stephen Nett
Colleague at Merrill LynchCharlotte, North Carolina, United States
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OE
Orhan Erçeti̇n
Colleague at Merrill LynchBartin, Türkiye, Turkey
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LD
Lisa Decamp
Colleague at Merrill LynchPennington, New Jersey, United States
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TN
Tom Nguyen
Colleague at Merrill LynchPhoenix, Arizona, United States
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JC
Janiece Collopy
Colleague at Merrill LynchGreater Seattle Area, United States
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Cole Truxillo, Crpc™
Colleague at Merrill LynchAtlanta, Georgia, United States
View →
GR
Gregory Rosetti
Colleague at Merrill LynchScranton, Pennsylvania, United States
View →
RD
Ruth Davis
Colleague at Merrill LynchLevittown, Pennsylvania, United States
View →
KK
Keith Kbhawkins
Colleague at Merrill LynchChesapeake, Virginia, United States
View →
AF
Anne Frymoyer
Colleague at Merrill LynchBirmingham, Michigan, United States
View →
SN
Stephen Nett
Colleague at Merrill LynchCharlotte, North Carolina, United States
View →
OE
Orhan Erçeti̇n
Colleague at Merrill LynchBartin, Türkiye, Turkey
View →
LD
Lisa Decamp
Colleague at Merrill LynchPennington, New Jersey, United States
View →
TN
Tom Nguyen
Colleague at Merrill LynchPhoenix, Arizona, United States
View →
JC
Janiece Collopy
Colleague at Merrill LynchGreater Seattle Area, 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 Cole Truxillo, Crpc™, Gregory Rosetti, Ruth Davis, Keith Kbhawkins, and Anne Frymoyer.
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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