Jonathan McPharlinJonathan McPharlin, CIMA®Executive DirectorWealth Advisor
About Jonathan
Jonathan McPharlin is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. As a founding member of The MHC Group, he uses his strong portfolio management background to develop efficient investment strategies for the team's client base.
With more than 12 years of financial experience, Jonathan is highly skilled at building portfolios that target the preservation of capital. His focus is aimed at holistic wealth management, and he provides direct access to value-added capabilities, including trust and estate services, generational transfer strategies and rigorous financial planning. Jonathan's years of public accounting experience have equipped him to seamlessly collaborate with clients' accountants and attorneys. He is known for conveying information in a simple and concise manner, which enables him to interact in a meaningful fashion.
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. Always interested in professional development, Jonathan is a Certified Investment Management Analyst® (CIMA®). Through this intensive experience, he is steeped in separate account management and portfolio theory.
Following school, 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. He has been building The MHC Group since 2012 and together, they joined J.P. Morgan in 2018. Jonathan is pleased to offer clients the abundance of investment solutions available through the global financial resources of the firm.
Originally from Detroit, Jonathan lives in Barrington with his wife and three kids. He is a lifelong hockey enthusiast who continues to play the sport. Active in his community, Jonathan coaches youth athletics and participates in CrossFit training programs.
CIMA® and Certified Investment Management Analyst® are registered trademarks owned by IMCA Investment Management Consultants Association®.
Insights
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Market whiplash: Will the Fed get inflation under control?
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Embrace the dip: Value is returning to markets
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April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowConsumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read NowCan equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now