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 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowPreserving your wealth
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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 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 NowHow to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now