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Jonas Benjamin Merrill

Pathlight Financial Planning LLC

Portland, OR

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Current Employers
Pathlight Financial Planning Llc

401 Ne 19Th Ave, Suite 200, Portland, OR 97232 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-10-06
  • OR RA
    APPROVED
    Since 2023-10-06

Branch Locations

401 Ne 19Th Ave, Suite 200, Portland, OR 97232 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Standard Retirement Services Portland OR 11/2016 06/2019
Modernist Financial Portland OR 11/2019 05/2022
Student Portland OR 06/2019 11/2019
Student Portland OR 05/2022 01/2023
Skyline Financial Northwest Portland OR 01/2023 06/2023
Pathlight Financial Planning Llc Portland OR 07/2023 Present
Standard Retirement Services Portland OR 05/2013 11/2016
  • 11/2016 → 06/2019
    Standard Retirement Services
    Portland, OR
  • 11/2019 → 05/2022
    Modernist Financial
    Portland, OR
  • 06/2019 → 11/2019
    Student
    Portland, OR
  • 05/2022 → 01/2023
    Student
    Portland, OR
  • 01/2023 → 06/2023
    Skyline Financial Northwest
    Portland, OR
  • 07/2023 → Present
    Pathlight Financial Planning Llc
    Portland, OR
  • 05/2013 → 11/2016
    Standard Retirement Services
    Portland, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-28
  • S65 Uniform Investment Adviser Law Examination
    2011-03-28
Designations
Other Names
  • Jonas B Merrill

View on SEC IAPD

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Other Investors

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DANIEL JOSEPH HECK
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JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

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