Jonathan Suslo
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Jonathan Suslo is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop strategies that support their short-, mid-, and long-term financial goals. Jonathan provides resources and guidance on topics ranging from general investing and retirement planning to saving for unexpected events. He also coordinates with Bank of America specialists to offer clients additional services including banking, credit, home financing, and small business solutions.
Jonathan holds FINRA Series 7 and Series 66 registrations, a Nevada Life and Health insurance license, and the Personal Investment Advisor (PIA) designation. He focuses on wealth management, helping individuals plan, implement, and manage their financial objectives to achieve both immediate goals and long-term security. He earned a Bachelor of Science degree in Business Administration with a concentration in Economics from the University of Nevada, Las Vegas. Outside of his professional work, Jonathan enjoys camping with his wife, watching racing with friends, and spending time with family.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
General retirement planning
Location
400 S Rampart Blvd
Las Vegas, NV 89145
Most active in
Jonathan S has reported serving >5 clients in these states in the last 12 months.
Nevada · Texas
Work history
Bank of America N.A.
2023 - Present (3 years)
Merrill Lynch
2023 - Present (3 years)
LPL Financial
2022 - 2022 (1 year)
Zions Bancorporation
2021 - 2023 (2 years)
Equitable Advisors
2020 - 2021 (1 year)
Bonanza Beverage
2020 - 2020 (1 year)
LA LA Photography
2018 - 2021 (3 years)
MGM Grand
2018 - 2018 (1 year)
Clark County School District
2018 - 2018 (1 year)
Brooklyn Bowl
2018 - 2018 (1 year)
Caesers Palace
2016 - 2016 (1 year)
Unlv
2015 - 2020 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Deon B
Series 63, Series 66
Las Vegas, NV
Private Wealth Management LLC
Robert L
Series 65
Las Vegas, NV
Lal Ltd.
Diane T
Series 65
Las Vegas, NV
Fraser Asset Management
Erica R
Series 65
Las Vegas, NV
ERK Wealth Advisors, LLC
Earl C
Series 63, Series 65
Las Vegas, NV
Crinite Financial Strategies
Prasad Y
Series 65
Las Vegas, NV
Interval Capital Management, LLC
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