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

Investing

The impact of holding a concentrated stock position

November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Retirement

Health care and long-term care options during retirement: A guide

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 Now
Investing

Preserving your wealth

November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now
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