Theodore PeroulakisTheodore Peroulakis, AIF®, CFP®, ChFC®, CRPC®Vice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
About Theodore
Ted Peroulakis is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
As a member of Girard & Associates, he works closely with businesses, affluent individuals and families to design lasting strategies that address their unique objectives.
Ted is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, one of a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy. His deep industry knowledge and ability to assess and respond to evolving market conditions help him develop financial strategies that seek appropriate returns.
With almost 25 years of experience in the financial industry, Ted was with Merrill Lynch before joining J.P. Morgan in 2020 with his team. He is pleased to offer clients the breadth of solutions available through the robust investment platform of the firm.
Ted has dedicated his life to the study of finance, economics and investments. His passion is helping clients preserve and grow their wealth. Ted earned a B.S in Finance from Florida State University and an M.B.A. from the University of Miami. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the ChFC designation, which emphasizes practical applications of financial planning.
Committed to making a difference in his local community, Ted takes great pride in volunteer work. Notably, he serves as Team Leader of an American Red Cross Disaster Action Team and is a Red Cross Hurricane Shelter Manager. Ted is the Past Chairman of the Board of Directors for his local American Red Cross chapter. He also serves on the Board of Directors of the Homeless Coalition of Palm Beach County and the Board of Directors for The Navy League of the United States.
Raised in South Florida, Ted lives near Palm Beach Gardens with his wife, Elena, and his son, Alexander. Ted is proficient in Greek.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Chartered Financial Consultant® ("ChFC®") are registered trademarks owned by The American College of Financial Services.
Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Insights
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