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
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now