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

The case against gold and why it’s wrong

February 13, 2026Delve into the factors driving gold's rally and the risks that could undermine its performance.Read Now
Markets and Economy

January jobs report shows 130,000 new jobs, slightly lower unemployment: What it signals for 2026

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Markets and Economy

What you need to know about the affordability debate

February 11, 2026Why does weak consumer sentiment diverge from market optimism – and what might policymakers do about it? Read our Global Investment Strategy team’s full report.Read Now
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