Jonathan McPharlinJonathan McPharlin, CIMA®, AIF®Executive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Jonathan
Jonathan McPharlin is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Jonathan is the founding principal of the McPharlin Cooper Group, a team of investment and planning professionals who serve an exclusive group of entrepreneurs, venture capital investors, wealthy families and foundations. Jonathan uses his strong portfolio management background to develop bespoke, efficient investment strategies for the team's client base over various market cycles and conditions.
With nearly 20 years of financial experience, Jonathan builds portfolios that target long-term growth and the preservation of capital. He focuses on holistic wealth management, providing direct access to value-added capabilities including trust and estate services, generational transfer strategies and rigorous exit planning. Jonathan's years of public accounting experience allow him to collaborate seamlessly with clients' accountants and attorneys. He is committed to clear communication, striving to convey information simply and concisely.
Jonathan also advises on complex investments, executive compensation and corporate 401(k) plans, tapping into the robust suite of tailored services offered by J.P. Morgan's Defined Contribution (DC) Consulting team. His goal is to assist executives and business owners in meeting their fiduciary responsibilities and help them build value for themselves and their teams.
Jonathan graduated from The Richard T. Farmer School of Business at Miami University with a B.S. in Accounting. He earned an M.S. in Accountancy from the Boler College of Business at John Carroll University. Jonathan holds the Accredited Investment Fiduciary® designation and is a Certified Investment Management Analyst®.
After earning his degrees, Jonathan joined KPMG in Chicago as a Public Accountant in an auditing role. Pivoting off this strong foundation, he moved to Merrill Lynch in 2010 as a Private Wealth Advisor. Jonathan has been a member of the McPharlin Cooper Group since 2012, and together they joined J.P. Morgan in 2018. He is pleased to offer clients the abundance of investment strategies available through the global financial resources of the firm.
Originally from Detroit, Jonathan lives in Barrington, IL with his wife and three children. He is a lifelong hockey enthusiast who continues to play the sport. Active in the community, Jonathan coaches youth athletics and participates in CrossFit training programs.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Insights
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now