Jonathan CanterJonathan CanterWealth Advisor
About Jonathan
Jonathan Canter is a Wealth Advisor with J.P. Morgan Wealth Management.
He provides tailored and hands-on investing strategies for high-net-worth individuals and families, business owners, real estate executives, medical professionals and athletes.
As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, Jonathan stands among a select group of advisors who undergo a screening process to manage discretionary client assets and are subject to on going quantitative and qualitative reviews to assess each advisor's investment strategy. He relies upon his analytical skills, research capabilities and study of market movements to identify pockets of opportunity and value for his clients. Jonathan builds all portfolios and buys, sells and monitors the instruments they contain.
Acting upon a deep desire to help and educate people on financial matters, Jonathan embraces a highly-personalized approach to wealth management. He simplifies and explains financial matters so his clients understand how their assets are being employed to help pursue their individualized goals.
He spends considerable time to emphasize the value of patience during periods of short-term volatility. Jonathan believes that the investment strategies he develops serve as a roadmap to guide informed decisionmaking. He takes his role as trusted advisor very seriously to help preserve and grow his clients' portfolios.
Starting at a young age, Jonathan spent 11 years as a professional tennis player to reach a career-high ranking of 36th in the world. He has the distinction of being the youngest male tennis player to earn an ATP point at the age of 14 years and 10 months old. After retiring from the ATP tour, Jonathan returned to school and graduated magna cum laude from Pepperdine Graziadio School of Business and Management with a B.S. in Management. He spent 12 years working in real estate and was named one of the top 100 agents in California.
Jonathan started out at a small brokerage firm before being recognized and recruited by Morgan Stanley for his knowledge and potential. He joined J.P. Morgan in 2016 to provide his clients with access to the firm's worldrenowned trading platforms and wide array of financial resources.
Insights
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Toto, I don’t think it’s the Fed anymore
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New York estate tax planning considerations
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September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowAligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowA historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowKevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowBusiness succession planning: Valuing your business
September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read NowUsing donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read NowToto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read NowNew York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now