Jonathan Kass — SPARQNOW

At-a-Glance

Managing Director, Wealth Management Advisor at Merrill Lynch Wealth Management (since 1995)
Holds Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA) designations
Recognized by Barron's as a "Hall of Fame Advisor" and on "America's Top 100 Financial Advisors" for 14 years (2011-2025)
Featured on Barron's "Top 1,200 Advisors" (2008-2025) and Forbes "Best-In-State Wealth Advisors" (2019-2025)
Named to Financial Times "Top 400 Financial Advisors" (2013, 2014, 2017-2020) and "Top 401 Retirement Plan Advisors" (2015-2019)
Graduate of Ithaca College

Biography

Jonathan Kass is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management, a role he has held since joining the firm in 1995. With a career in the financial services industry beginning in 1993, he employs a planning-based approach, utilizing Merrill Lynch Wealth Management resources and external tools to assist clients in pursuing their investment goals.