Jonathan Kass is a wealth management advisor with the Merrill Lynch Wealth Management Group. I had hired him to help me manage my retirement funds last year. And let me tell you, I have never felt this much regret for any investment I’ve made. The guy is rude, arrogant, and completely unprofessional. I didn’t expect such a horrible experience.
I had hired him because he is a renowned advisor with many accolades and awards. After all, the guy has received the title of ‘Best Financial Advisor’ multiple times. But he lacks basic decency and professionalism. I lost the advance I had paid his company, but it was still better than getting embarrassed by this arrogant person.
My biggest reason for firing him was his carelessness. He was never available. Whenever I’d like to set up an appointment, it would either get delayed or canceled. And when I finally got an appointment, I had to wait for hours in the office. Even during the meetings, he wouldn’t pay attention to my questions and give jargon-filled vague replies. Most of the time, however, he’d remain stuck to his phone.
What I knew About Jonathan Before Hiring Him:
Jonathan Kass is among the most renowned financial advisors out there. That’s why I got fooled into hiring him. If I had known that Jonathan is such a horrible professional, I wouldn’t have wasted my time and money on the guy. Jonathan is the Managing Director of the Merrill Lynch Wealth Management Group. He joined them in 1995, and has been working with them ever since. He has a CRPC designation, which stands for Chartered Retirement Planning Counselor, and a CPFA designation (Certified Plan Fiduciary Advisor).
Apart from that, he has been named ‘Top Advisor’ in Barron’s, Forbes, and many other publications. Wouldn’t such credentials fool you? They certainly fooled me!
When I was looking for a financial advisor, I came across his name in the Forbes ‘Best-in-State Wealth Advisors’ list of 2019. I found him there, and after checking his credentials and experience, I thought he’d be the perfect guy to hire. I was wrong on all fronts.
I thought if he has so much experience and knowledge, then he can definitely help me in solving my problems. I was looking for someone who would listen to my problems, and give me genuine advice on solving them. But Jonathan isn’t that kind of guy.
How He Embarrassed Me On Several Occasions:
I had hired Jonathan in the summer of 2019. I was looking for an expert to help me sort out my retirement fund, and he seemed like the right fit. As you can see, the guy has tons of credentials to back him up.
When I contacted his company, everything went well. Due to the nature of my requirements, I wanted to meet Jonathan personally. So we set up an appointment. I had talked to him on the phone a couple of times but his tone was always a little rude and belittling. Nevertheless, I went to his office and met him. Now, imagine going to a Wealth Management Advisor’s office and waiting for an hour and a half. The guy made me wait for an hour and a half!
I thought to myself, “He’s a hotshot, he must be busy.” and didn’t mind it much. Now that I think about it, I shouldn’t have met him right then. He clearly doesn’t respect his clients. At least he didn’t respect me. When I was about to leave, I was told that I could meet him. “Finally”, I thought to myself, and went inside his office.
The guy was talking on the phone to someone else. I waited there for some time too. He was clearly testing my patience. After waiting for around 15 minutes, he finally got off the phone and started the conversation. The meeting was very brief, not because my questions were answered, but because he kept receiving calls from other people and wouldn’t shut up. Jonathan didn’t silent his phone either, he kept picking it up as if I wasn’t there. I couldn’t take it anymore so I told him I have something to do and left.
I wouldn’t have hired Jonathan but his subordinates were very nice in the beginning. They had told me that Jonathan takes his customers very seriously and it was a rare occurrence. They all were telling me sugar-coated lies about how Jonathan is the only guy who can manage my funds and assets wisely. They sounded like those telemarketers that you see at 3 am on television.
Things just got worse after I had hired him. The thing is, after I paid them their advance, they started acting aloof and distant. I had hired Jonathan as my Wealth Management Advisor, but I didn’t get a proper meeting with him. On my second appointment, he wasn’t available. His staff started apologizing again and told me that it was their mistake, not their boss’s. After waiting for 2 freaking months, I finally got to meet my wealth advisor properly. But he didn’t improve anything.
He had come to my meeting unprepared. The guy didn’t know anything about me or my assets. I understand that as a top-level wealth advisor, he handles a lot of clients, but what’s the purpose if he can’t remember anything about one? I was shocked and disappointed. He made up a lot of fluff and started using a lot of jargons to avoid his embarrassment but it was clear to me that he never paid attention to my requirements. He lacks professionalism.
After that meeting ended, I contemplated for a while and finally got rid of him. He disrespected me, and embarrassed me multiple times.
He wouldn’t talk properly during my meetings, wouldn’t remain available, and would forget completely about my requirements. My experience with Jonathan was painfully horrible. I wouldn’t advise anyone to even consider hiring him. His boastful credentials and experience fooled me and I’m certain it has fooled many others. As a guy with self-respect, I wouldn’t recommend his services to anyone at any cost.