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

The defensive playbook isn’t your average inflation roadmap

April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
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Family Legacy

When disaster strikes: How to give with intention and impact

April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
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Business Planning

Why cash flow forecasting and succession planning matter

March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
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