About Jonathan

Jonathan Farah is a Client Associate at J.P. Morgan Wealth Management.

Jonathan serves as the team's chief of staff and senior investment analyst. As a voting member of the team's Investment Committee, he conducts equity and fixed income research and assists with the construction of clients' goal-based financial plans. Jonathan is responsible for data analytics for clients' investment portfolios, equity and fixed income trading, and daily monitoring of capital markets including account oversight. He is a FINRA Series 7 and 66 licensed professional.

Jonathan is a graduate of Boston College's Carroll School of Management where he earned a B.S. in Business Management with a concentration in Finance. He was a three-time Florida swimming state champion, Division-1 college student-athlete, as well as a member of the Trinidad and Tobago national swim team. He is fluent in Spanish.

Insights

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