Theodore PeroulakisTheodore Peroulakis, CFP®, ChFC®, AIF®
Vice President
Wealth Advisor

"I work closely with businesses, affluent individuals and families to design lasting strategies that address their unique objectives."

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™ 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 a 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.

AIF: Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary® CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trade.marks owned by Certified Financial Planner Board of Standards, Inc. Chartered Financial Consultant® (ChFC®) is a registered trademark of The American College of Financial Services.



How the upcoming U.S. presidential election could impact your portfolio

June 21, 2024What does the race for the White House mean for your portfolio? Check out highlights from a recent webcast about how the U.S. presidential election might affect your finances.Read Now

Pushbacks and Top Tracks: A Mid-Year Mixtape

June 21, 2024We answer your top questions with the help of our favorite summer tracks.Read Now
Wealth Planning

How to successfully pass down the family vacation home

June 20, 2024Careful 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
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.