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Wealth Management Litigation

Jonathan Brennan PLLC is a boutique litigation firm with a focus on wealth management litigation. With over 20 years of experience practicing law, Jon’s goal is to provide advice that is timely, well-informed, and, above all, useful. As the former Head of Wealth Management Litigation for Bank of America/Merrill Lynch, Jon brings experience, energy, and a unique perspective to resolving all of his clients’ legal issues.

As a boutique litigation firm, Jonathan Brennan PLLC aims to combine the high-quality work product of a large law firm with the lower cost structure and personal touch of a small firm. The firm actively partners with its clients to promote predictable fees through budgets and alternative fee arrangements.

Jonathan Brennan PLLC is a minority-owned firm and promotes diversity in the legal profession.

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Jonathan J. Brennan


Jonathan J. Brennan is an attorney with over 20 years of experience representing clients in complex financial litigation.  He is the former Head of Wealth Management Litigation for Bank of America where he led a team of lawyers and paralegals responsible for managing all customer-related litigation arising from the Bank’s retail broker-dealer (Merrill Lynch Wealth Management), its ultra-high net worth private bank (U.S. Trust), its self-directed online brokerage platform (Merrill Edge), and its institutional retirement business.

From 2010 to 2012, Jon managed the Bank’s retail litigation involving auction rate securities, collateralized debt obligations, and asset-backed commercial paper. Jon joined Merrill Lynch in Newport Beach, California in 2005, and managed its private client litigation in the Western United States from 2005 to 2010. Prior to joining Merrill Lynch, Jon practiced law at Sidley Austin LLP in New York, where he represented publicly-traded companies and broker-dealers in complex commercial litigation, arbitrations, and government investigations.

Jon is admitted to practice in New York, California, and Ohio.

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200 Vesey Street, 24th Floor New York, NY 10281
Phone: 212-388-6910 - Fax: 212-425-7277

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