Juhair KhanJuhair Khan, AIF®, CRPC®Vice President, Retirement Plan Consultant
About Juhair
Juhair Khan is a Vice President and Retirement Plan Consultant at J.P. Morgan Wealth Management, covering the Central region.
As a member of the Retirement Plan Consulting Team, Juhair offers leadership and guidance on a wide array of retirement planning topics. One of his key areas of focus is helping advisors and clients establish and manage retirement plans that align with their objectives and goals. These offerings include J.P. Morgan’s comprehensive range of 401(k), 403(b), 457, SEP IRA and both traditional and cash balance defined benefit plans.
With over a decade of experience in the financial services field, Juhair has been a part of the Retirement Plan Consulting Team at J.P. Morgan since 2019. He launched his career at Bank of America Merrill Lynch in 2014, where, as a Retirement Sales Consultant, he was a subject matter resource supporting Advisors and their clients for defined contribution and defined benefit plans.
Juhair received a B.S. in Business Management from The College of New Jersey. He holds the FINRA Series 7 and 66 securities licenses. Juhair earned the Accredited Investment Fiduciary® and Chartered Retirement Planning CounselorSM designations.
Juhair lives in New Jersey with his wife, Syeda, and their two daughters, Anam and Ayah.
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.
Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Insights
Will the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now
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August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
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July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
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Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowWill the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read NowA family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now