Jonathan FarahJonathan Farah, CFP®Wealth Advisor
About Jonathan
Jonathan Farah is a Wealth Advisor at J.P. Morgan Wealth Management.
Jonathan and his team provide financial guidance to individuals, multi-generational families and institutions, delivering comprehensive and personalized wealth management strategies. As a CERTIFIED FINANCIAL PLANNERTM professional, he applies a holistic approach to advising clients on both sides of their balance sheet, drawing on the sophisticated research and global resources of J.P. Morgan to help his clients pursue their financial objectives. He integrates sophisticated investment plans with tax-aware strategies, retirement planning, next-generation programming and trust and estate planning to optimally manage his clients' assets.
Jonathan started his career at J.P. Morgan, previously serving as a senior investment analyst and chief of staff, playing an instrumental role in helping his team manage over $2bn in assets. Prior to becoming a Wealth Advisor, he was responsible for creating and executing tailored investment plans for clients, executing equity and fixed income transactions and running data analytics for clients' investment portfolios, in addition to spearheading equity and fixed income capital markets research to bolster his team's managed portfolios. In addition to being a CFP®, Jonathan is a FINRA Series 7 and 66 securities licensed professional.
Jonathan is a graduate of Boston College's Carroll School of Management, where he earned a B.S. in Business Management with a concentration in Finance. He was a three-time Florida state swimming champion, Division-1 college student-athlete, as well as a member of the Trinidad and Tobago national swim team. Outside of the office, Jonathan enjoys swimming, basketball, spending time with his family and is an avid car enthusiast.
Insights
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