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
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November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowJ.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read NowChanging your state of residence
November 21, 2025When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read Now3 key contrasts shaping market momentum
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November 21, 2025Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read NowHow to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read NowDelayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read Now