Jonathan Wilson

Jonathan is a big-picture communicator and dream caster who excels at motivating others to be proactive about accomplishing their dreams and goals. He began his career in the financial services industry in 1994. Prior to joining Mercer Advisors in 2023, he was a director of wealth management at Polaris Wealth Advisory Group. He is a CERTIFIED FINANCIAL PLANNER™ Professional and an Enrolled Agent (EA). Jonathan earned a bachelor’s degree in English literature at The Citadel and accepted a commission in the U.S. Army (Infantry) upon graduation. He’s a Gulf War veteran and former Division 1 college athlete, and he has served as a college head coach. He and his wife are natives of South Carolina but moved to Los Angeles in 2022 as empty nesters.