About Jonathan

Jonathan E. Farah is a Wealth Advisor at J.P. Morgan Wealth Management.

Jonathan partners with business owners, corporate executives and institutions across the U.S., Latin America and Europe to deliver comprehensive and personalized financial guidance. He helps clients navigate complex financial decisions—whether managing liquidity events, coordinating cross-border investments or structuring portfolios—so they can pursue their individualized goals with confidence and clarity. Jonathan's disciplined and analytical approach, combined with J.P. Morgan's global resources and capabilities, aims to empower clients to thoughtfully balance opportunity and risk to make informed financial decisions designed to preserve and grow generational wealth.

Jonathan began his career at J.P. Morgan as a senior investment analyst supporting ultra-high-net-worth founders and executives. He developed tax aware investment plans for founders, advised international executives on U.S. investment structures, designed custom cash management strategies for both public and private organizations, and contributed capital market insights to shape portfolio strategies. He is a Certified Financial Planner® professional and Accredited Investment Fiduciary® certificant, and also holds the FINRA Series 7 and 66 licenses.

A graduate of Boston College's Carroll School of Management with a B.S. in Finance, Jonathan was also a three-time Florida swimming state champion, Division I college athlete, and member of the Trinidad and Tobago national swim team. Outside the office, he enjoys swimming, basketball, spending time with family and is an avid car enthusiast. Jonathan is actively involved in the South Florida community through United Way Young Leaders and Junior Achievement Young Professionals, with a focus on promoting financial literacy for underserved communities.

Insights

Markets and Economy

AI spending is booming. So why isn’t the US economy growing faster?

October 28, 2026AI spending is booming, but U.S. growth hasn’t accelerated. Imported hardware can offset GDP gains, and AI capex may crowd out other investment as rates rise.Read Now
Retirement

How to retire early using a ‘bridge fund’ with after-tax savings

October 28, 2026Want to join FIRE? Learn how to bridge the gap between early retirement and access to retirement accounts with smart investing, tax-efficient strategies and withdrawal planning.Read Now
Family Legacy

How to plan your charitable giving strategy

October 27, 2026Learn charitable giving strategies – from cash gifts to donor-advised funds and planned giving – to help support causes you care about and that align with your financial goals.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.