Jonathan Schmitt Email
Advisor Development Program | Client Associate @ Merrill Lynch
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Jonathan Schmitt Location
- Philadelphia, PA, US
Jonathan Schmitt Work
- Advisor Development Program | Client Associate @ (April 2026 - Present)
- Financial Advisor Development Track Program @ (June 2025 - August 2025)
- Financial Advising Intern @ New Century Financial Group, LLC (May 2024 - August 2024)
Jonathan Schmitt Education
- NYU School of Professional Studies
Certificate of Financial Planning
2026-2027 - West Chester University of Pennsylvania
Bachelor of Science - BS (Finance, General)
2022-2026 - Pennsbury High School
High School Diploma
2018-2022
Jonathan Schmitt Skills
- Bloomberg Terminal
- Budgeting
- Client Relations
- Communication
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Interpersonal Skills
- Investment Management
- Investments
- Leadership
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Money Management
- Presentations
- Problem Solving
- Public Speaking
- Securities
- Team Leadership
- Teamwork
Jonathan Schmitt Summary
- Jonathan Schmitt, based in Philadelphia, PA, US, is currently a Advisor Development Program | Client Associate at Merrill Lynch. Jonathan Schmitt brings experience from previous roles at JPMorganChase and New Century Financial Group, LLC. Jonathan Schmitt holds a 2026 - 2027 Certificate of Financial Planning @ NYU School of Professional Studies. With a robust skill set that includes Bloomberg Terminal, Budgeting, Client Relations, Communication, Finance and more. Jonathan Schmitt has 1 emails on RocketReach.
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