Jonathan  Mitchell,  CFP<sup>&reg;</sup> - Financial Advisor

Jonathan Mitchell, CFP®

Client Advisor

Mercer Advisors

1801 East Cabrillo Blvd
Santa Barbara, CA 93108
FINANCIAL ADVISOR'S WEBSITE
(877) 642-5224
(805) 565-2512
CONNECT WITH Jonathan
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General

Jonathan Mitchell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mercer Advisors in Santa Barbara, CA and the surrounding communities.

Financial Advisor Overview

I joined Mercer Advisors to help clients achieve their goals. I am a Westmont College graduate and hold the Certified Financial Planner™ designation. Most importantly, I believe in serving my clients with honesty and integrity. I am honored to have the opportunity to walk in partnership with you to achieve your goals.

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Financial Advisor Experience

Prior to joining Mercer Advisors to pursue his passion for finance, Jonathan gained experience in a variety of areas including education, law, sales, construction, management, and research regarding the definition of religion in Supreme Court jurisprudence. He graduated cum laude from Westmont College with double degrees in Economics/Business and Political Science.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Getting Married, Real Estate, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth

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Helpful Financial Planning Resources