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 PLANNER® 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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May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowFamily wealth services: Building in a more holistic approach to wealth management
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May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
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