Theodore PeroulakisTheodore Peroulakis, CFP®, ChFC®, AIF®Vice PresidentWealth Advisor
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 Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.. Chartered Financial Consultant® (ChFC®) is a registered trademark of The American College of Financial Services.
Insights
Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
We need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Your house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
How did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read Now
What strategies could you use now for more charitable impact – and lower taxes?
November 14, 2024Combine tax-loss harvesting with charitable gifting of appreciated securities to enhance your giving and gain tax relief.Read Now
October 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read Now
How to title your assets
November 14, 2024Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read Now
Should you take the plunge? Discover the benefits and trade-offs of phasing into markets
November 13, 2024Taking a gradual approach to adding long-term equity exposure – known as phasing in, or dollar-cost averaging – can help reduce overall portfolio volatility.Read Now
Losing a loved one: Tasks you may not want to delay
November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHow did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowWhat strategies could you use now for more charitable impact – and lower taxes?
November 14, 2024Combine tax-loss harvesting with charitable gifting of appreciated securities to enhance your giving and gain tax relief.Read NowOctober 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read NowHow to title your assets
November 14, 2024Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read NowShould you take the plunge? Discover the benefits and trade-offs of phasing into markets
November 13, 2024Taking a gradual approach to adding long-term equity exposure – known as phasing in, or dollar-cost averaging – can help reduce overall portfolio volatility.Read NowLosing a loved one: Tasks you may not want to delay
November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now