Jonathan McPharlinJonathan McPharlin, CIMA®
Executive Director
Wealth Advisor

"With more than 12 years of financial experience, Jonathan is highly skilled at building portfolios that target the preservation of capital."

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®.

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