About Serge

Serge Permyakoff is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.

Serge brings over 20 years of experience partnering with clients to manage both sides of the balance sheet, providing tailored wealth guidance to entrepreneurs, corporate executives and financial professionals. Leveraging the full breadth of J.P. Morgan's resources, he delivers comprehensive wealth management services including portfolio management, estate planning, private banking and sophisticated lending strategies. Dedicated to fostering lasting relationships, he takes a personalized and strategic approach to wealth management by always putting the client's needs first.

Serge's career is rooted in hard work, perseverance and an unwavering commitment to excellence. Arriving in Brooklyn as an immigrant, he began his financial journey as a bank teller while earning a B.S. in Business Management. In 2006, he joined Bank of America Wealth Management, later advancing to a Senior Vice President credit specialist role at Merrill Lynch Wealth Management in New York City. Seeking to expand his knowledge base, Serge earned his M.B.A. from NYU Stern School of Business and gained experience as a data analytics consultant at Google. He returned to financial services with a broader perspective, ultimately joining J.P. Morgan in Miami to offer professional advisory services and build a boutique, long-term practice within the framework of a global financial powerhouse.

Beyond his professional endeavors, Serge is deeply committed to personal growth, community engagement and endurance athletics. An avid runner and cyclist, he has completed the U.S. Championship Ironman 140-mile triathlon and multiple marathons. Passionate about giving back, he manages the Permyakoff Foundation, sits on the NYU Stern Alumni Council, supports Best Buddies International and mentors young professionals in career development.

Serge lives in Florida with his wife and two children, splitting time between Miami and New York City. Outside of work, he values quality time with his family and the pursuit of an active, fulfilling life.

Insights

Markets and Economy

3 reasons we now favor the health care sector

December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read Now
Wealth Planning

6 strategies to consider before year-end

December 3, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Business Planning

Incentive stock options and the AMT

December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
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