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
When disaster strikes: How to give with intention and impact
April 16, 2025After 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
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
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April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
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April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
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Nonprofit, not-for-profit and for-profit charities: What’s the difference?
April 3, 2025Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read Now
Stock-based compensation and the Section 83(b) election
April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After 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 NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowPlanning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read NowLessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowNonprofit, not-for-profit and for-profit charities: What’s the difference?
April 3, 2025Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read NowStock-based compensation and the Section 83(b) election
April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now