Jonathan Max Merrigan, Cfp®
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Jonathan Max Merrigan, Cfp® Email & Phone Number

Director, Financial Planning at Edelman Financial Services
Location: Suffolk County, Massachusetts, United States 2 work roles 1 school
2 work emails found @edelmanfinancial.com 2 phones found area 617 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email j****@edelmanfinancial.com
Direct phone (617) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Edelman Financial Services
Role
Director, Financial Planning
Location
Suffolk County, Massachusetts, United States
Company size
1029 employees

Who is Jonathan Max Merrigan, Cfp®? Overview

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Quick answer

Jonathan Max Merrigan, Cfp® is listed as Director, Financial Planning at Edelman Financial Services, a company with 1029 employees, based in Suffolk County, Massachusetts, United States. AeroLeads shows a work email signal at edelmanfinancial.com, phone signal with area code 617, and a matched LinkedIn profile for Jonathan Max Merrigan, Cfp®.

Jonathan Max Merrigan, Cfp® previously worked as Vice President/Financial Consultant at Fidelity Investments. Jonathan Max Merrigan, Cfp® holds Bachelor, Finance from Bentley University.

Company email context

Email format at Edelman Financial Services

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*@edelmanfinancial.com
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AeroLeads found 2 current-domain work email signals for Jonathan Max Merrigan, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Jonathan Max Merrigan, Cfp®

Jonathan Max Merrigan, Cfp® is a Director, Financial Planning at Edelman Financial Services. He possess expertise in retirement planning, investments, strategic financial planning, asset allocation, mutual funds and 11 more skills.

Listed skills include Retirement Planning, Investments, Strategic Financial Planning, Asset Allocation, and 12 others.

Current workplace

Jonathan Max Merrigan, Cfp®'s current company

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Edelman Financial Services
Edelman Financial Services
Director, Financial Planning
sunnyvale, california, united states
Website
edelmanfinancialengines.com
Employees
1029
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Company profile
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2 roles

Jonathan Max Merrigan, Cfp® work experience

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Team & coworkers

Colleagues at Edelman Financial Services

Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →

SC Steve Czech Steve Czech Colleague at Edelman Financial Services Greater Chicago Area, United States View → AS Ann Starr Ann Starr Colleague at Edelman Financial Services Greater Phoenix Area, United States View → IC Isa Ciccotelli Isa Ciccotelli Colleague at Edelman Financial Services Vancouver, Washington, United States, United States View → AR Alex Reader Alex Reader Colleague at Edelman Financial Services Greater Minneapolis-St. Paul Area, United States View → AK Andrew Kovalcik Andrew Kovalcik Colleague at Edelman Financial Services Laveen, Arizona, United States, United States View → MP Michelle Plymyer Michelle Plymyer Colleague at Edelman Financial Services Centreville, Virginia, United States, United States View → SD Shannon Daly, Cfp®, Mba Shannon Daly, Cfp®, Mba Colleague at Edelman Financial Services Greater Milwaukee, United States View → TK Tyler Kraus-Sanders Tyler Kraus-Sanders Colleague at Edelman Financial Services Stacy, Minnesota, United States, United States View → JN Jeff Nichols Jeff Nichols Colleague at Edelman Financial Services Phoenix, Arizona, United States, United States View → CG Carla Guthrie Carla Guthrie Colleague at Edelman Financial Services Fort Mill, South Carolina, United States, United States View →
1 education record

Jonathan Max Merrigan, Cfp® education

FAQ

Frequently asked questions about Jonathan Max Merrigan, Cfp®

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

What company does Jonathan Max Merrigan, Cfp® work for?

Jonathan Max Merrigan, Cfp® works for Edelman Financial Services.

What is Jonathan Max Merrigan, Cfp®'s role at Edelman Financial Services?

Jonathan Max Merrigan, Cfp® is listed as Director, Financial Planning at Edelman Financial Services.

What is Jonathan Max Merrigan, Cfp®'s email address?

AeroLeads has found 2 work email signals at @edelmanfinancial.com for Jonathan Max Merrigan, Cfp® at Edelman Financial Services.

What is Jonathan Max Merrigan, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 617 for Jonathan Max Merrigan, Cfp® at Edelman Financial Services.

Where is Jonathan Max Merrigan, Cfp® based?

Jonathan Max Merrigan, Cfp® is based in Suffolk County, Massachusetts, United States while working with Edelman Financial Services.

What companies has Jonathan Max Merrigan, Cfp® worked for?

Jonathan Max Merrigan, Cfp® has worked for Edelman Financial Services and Fidelity Investments.

Who are Jonathan Max Merrigan, Cfp®'s colleagues at Edelman Financial Services?

Jonathan Max Merrigan, Cfp®'s colleagues at Edelman Financial Services include Steve Czech, Ann Starr, Isa Ciccotelli, Alex Reader, and Andrew Kovalcik.

How can I contact Jonathan Max Merrigan, Cfp®?

You can use AeroLeads to view verified contact signals for Jonathan Max Merrigan, Cfp® at Edelman Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Max Merrigan, Cfp® attend?

Jonathan Max Merrigan, Cfp® holds Bachelor, Finance from Bentley University.

What skills is Jonathan Max Merrigan, Cfp® known for?

Jonathan Max Merrigan, Cfp® is listed with skills including Retirement Planning, Investments, Strategic Financial Planning, Asset Allocation, Mutual Funds, Iras, 401K, and Series 7.

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