Jonathan FarahJonathan Farah, CFP®Client Associate
About Jonathan
Jonathan Farah is a Client Associate at J.P. Morgan Wealth Management.
Jonathan Farah serves as the team's chief of staff and senior investment analyst. He is a voting member on the team's Investment Committee and assists in creating tailored investment solutions for clients, conducts equity and fixed income research, runs data analytics for clients' investment portfolios, leads equity and fixed income trading, and monitors capital markets and client accounts daily.
As a CERTIFIED FINANCIAL PLANNERTM, he directly assists clients by taking lead on creating and monitoring goal-based financial plans. He is a Series 7 and 66 licensed professional. Jonathan is a graduate of Boston College's Carroll School of Management where he earned a B.S. degree 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
Outlook
May 2024 Fed meeting: Rates hold steady
May 3, 2024The Federal Reserve held rates steady and described an uncertain path toward rate cuts in 2024. Read more about the implications of the Fed’s latest decision.Read Now
Outlook
Midnight musings: 3 risks keeping us up at night
May 3, 2024Risks abound – from high rates and frothy valuations to election uncertainty. Here’s how investors can stay vigilant.Read Now
Outlook
Nerves tested. Are stocks disconnected from reality?
April 26, 2024Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.Read Now
Outlook
Eye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read Now
Investing
Four reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now
Investing
4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read Now
Outlook
Geopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
Wealth Planning
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Economy
Is it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowOutlook
May 2024 Fed meeting: Rates hold steady
May 3, 2024The Federal Reserve held rates steady and described an uncertain path toward rate cuts in 2024. Read more about the implications of the Fed’s latest decision.Read NowOutlook
Midnight musings: 3 risks keeping us up at night
May 3, 2024Risks abound – from high rates and frothy valuations to election uncertainty. Here’s how investors can stay vigilant.Read NowOutlook
Nerves tested. Are stocks disconnected from reality?
April 26, 2024Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.Read NowOutlook
Eye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowInvesting
Four reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read NowInvesting
4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowOutlook
Geopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowWealth Planning
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowEconomy
Is it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
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