Jonathan Max Merrigan

Jonathan Max Merrigan, CFP®, has extensive experience in the financial industry. Jonathan Max began their career in 2001 at Fidelity Investments, where they held the position of Vice President/Financial Consultant for 15 years until 2016. In 2016, they joined Edelman Financial Services as the Director of Financial Planning.

Jonathan Max Merrigan, CFP®, holds a Bachelor's degree in Finance from Bentley University. Jonathan Max has also obtained the DACFP Certificate in Blockchain and Digital Assets from the Digital Assets Council of Financial Professionals in 2021. Additionally, they are a Certified Financial PlannerTM, certified by the CFP Board.