Jonathan FarahJonathan Farah, CFP®, AIF®Wealth Advisor
About Jonathan
Jonathan Farah is a Wealth Advisor at J.P. Morgan Wealth Management.
Jonathan and his team provide financial guidance to individuals, multi-generational families, and institutions, delivering comprehensive and personalized wealth management strategies. As a CERTIFIED FINANCIAL PLANNERTM, he applies a holistic approach to advising clients on both sides of their balance sheet, drawing on the sophisticated research and global resources of J.P. Morgan to help his clients pursue their financial objectives. He integrates sophisticated investment plans with tax-aware strategies, retirement planning, next-generation programming, and trust and estate planning to optimally manage his clients' assets.
Jonathan started his career at J.P. Morgan, previously serving as a senior investment analyst and chief of staff, playing an instrumental role in helping his former team manage over $2bn in assets. Prior to becoming a Wealth Advisor, he was responsible for creating and executing tailored investment plans for clients, executing equity and fixed income transactions, running data analytics for clients' investment portfolios, in addition to spearheading equity and fixed income capital markets research to bolster his team's managed portfolios. In addition to being a CFP®, Jonathan is a FINRA Series 7 and 66 licensed professional and holds the Accredited Investment Fiduciary® designation.
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. Outside of the office, Jonathan enjoys swimming, basketball, spending time with his family, and is an avid car enthusiast. He is actively involved in the South Florida community through his participation in the United Way Young Leaders and Junior Achievement Young Professionals groups, with a particular focus on promoting financial literacy for underserved communities.
Insights
How policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read Now
Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read Now
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October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now
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October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read Now
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Helping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowHow policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowFederal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowHow to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowRedefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowJ.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read NowYour house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowParents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now