Serge PermyakoffSerge PermyakoffVice PresidentWealth Advisor
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
Oil prices and the stock market: Do energy prices move markets?
July 10, 2026Oil prices can move stocks through inflation, rates and earnings – helping energy producers while pressuring consumers and fuel-heavy sectors. Learn why supply vs. demand shocks matter and what investors can do.Read Now
Not a red flag: The market-economy disconnect
July 10, 2026Stock market moves have historically reflected changes in the economy, but today the relationship is driven by sector mix, AI-driven margin gains and early earnings breadth.Read Now
“Buy-borrow-die": The 3-step wealth strategy explained
July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read Now
Small-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read Now
Paying with debt: How to leverage your investments
July 1, 2026Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
The world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read Now
How to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
When is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read NowOil prices and the stock market: Do energy prices move markets?
July 10, 2026Oil prices can move stocks through inflation, rates and earnings – helping energy producers while pressuring consumers and fuel-heavy sectors. Learn why supply vs. demand shocks matter and what investors can do.Read NowNot a red flag: The market-economy disconnect
July 10, 2026Stock market moves have historically reflected changes in the economy, but today the relationship is driven by sector mix, AI-driven margin gains and early earnings breadth.Read Now“Buy-borrow-die": The 3-step wealth strategy explained
July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read NowSmall-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read NowPaying with debt: How to leverage your investments
July 1, 2026Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read NowThe world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read NowHow to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowWhen is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read Now