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Jonathan Farah, Cfp® Email & Phone Number

Client Associate at J.P. Morgan
Location: Miami, Florida, United States 5 work roles 2 schools
1 work email found @jpmorgan.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

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Work email j****@jpmorgan.com
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Current company
J.P. Morgan
Role
Client Associate
Location
Miami, Florida, United States
Company size
75129 employees

Who is Jonathan Farah, Cfp®? Overview

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Quick answer

Jonathan Farah, Cfp® is listed as Client Associate at J.P. Morgan, a with 75129 employees, based in Miami, Florida, United States. AeroLeads shows a work email signal at jpmorgan.com and a matched LinkedIn profile for Jonathan Farah, Cfp®.

Jonathan Farah, Cfp® previously worked as Wealth Advisor at J.P. Morgan and Summer Analyst at Cbre. Jonathan Farah, Cfp® holds Bachelor'S Degree, Finance, General from Boston College.

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Email format at J.P. Morgan

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*@jpmorgan.com
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Profile bio

About Jonathan Farah, Cfp®

Jonathan Farah is a Wealth Advisor with J.P. Morgan Wealth Management. Jonathan and his team provide financial guidance to individuals, multi-generational families, and institutions, delivering comprehensive and personalized wealth management strategies. As a CERTIFIED FINANCIAL PLANNER™, he applies a holistic approach to advising clients on both sides of their balance sheet, drawing on the sophisticated research and global resources of J.P. Morgan to help his clients pursue their financial objectives. He integrates sophisticated investment plans with tax-aware strategies, retirement planning, next-generation programming, and trust and estate planning to optimally manage his clients’ assets.Jonathan started his career at J.P. Morgan, previously serving as a senior investment analyst and chief of staff, playing an instrumental role in helping his team manage over $2bn in assets. Prior to becoming a Wealth Advisor, he was responsible for creating and executing tailored investment plans for clients, executing equity and fixed income transactions, running data analytics for clients’ investment portfolios, in addition to spearheading equity and fixed income capital markets research to bolster his team’s managed portfolios. In addition to being a CFP®, Jonathan is a FINRA Series 7 and 66 licensed professional.Jonathan is a graduate of Boston College’s Carroll School of Management where he earned a B.S. degree in Business Management with a concentration in Finance. He was a three-time Florida swimming state champion, Division-1 college student-athlete, as well as a member of the Trinidad and Tobago national swim team. Outside of the office, Jonathan enjoys swimming, basketball, spending time with his family, and is an avid car enthusiast.

Current workplace

Jonathan Farah, Cfp®'s current company

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J.P. Morgan
J.P. Morgan
Client Associate
Miami, FL, US
Website
jpmorgan.com
Employees
75129
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5 roles

Jonathan Farah, Cfp® work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Current
J.P. Morgan

New York, Ny, Us

Aug 2024 - Present

Client Associate

J.P. Morgan

New York, Ny, Us

Jul 2020 - Aug 2024

Summer Analyst

Cbre

Dallas, Tx, Us

• Member of Tom Traynor and James Millon’s Institutional Debt Advisory Team, which has arranged over $15bn in financing transactions over the past 3 years across all CRE asset classes both domestically and internationally.• Underwrote a Class A office building in Washington, D.C. utilizing a CBRE sizing model template with Argus-pulled information in order to accurately price, structure, and arrange over $140mm in mortgage and mezzanine debt.• Conducted in-depth market / sub-market due diligence utilizing CoStar, CBRE research, and other internal resources for a $500mm industrial portfolio consisting of 90+ assets in 10 markets across the U.S. to assist the team in creating financing assumptions. • Researched and presented a report on CRE lender types and criteria, including CMBS, life company, debt fund, and bank balance sheet, to assist the team in selecting the optimal lender on institutional-sized deals. Criteria in the report included LTV, debt yield, asset class, future funding requirements, structural characteristics, and more.• Presented a hospitality industry research project outlining asset class characteristics, key ratios including RevPAR and ADR, the development process, market trends, and investment / lending strategies for the team to use in future deals.

Jun 2019 - Aug 2019

Summer Analyst

Kawa Capital Management

Aventura, Fl, Us

• Studied, checked, and drafted investment memos for Kawa’s private deals, including structured loans, mezzanine loans, real estate equity, private equity, and open-ended funds• Researched and summarized the various credit and macro trades that Kawa’s hedge fund employs in its investment strategy to facilitate investor education• Developed accounting CPE programs aiming to simultaneously market Kawa’s financial services• Utilized real estate databases to compile a detailed list of new potential investors to expand Kawa’s hedge fund• Pulled FX pricing data from Bloomberg to update and complete macro-based reports

Jun 2018 - Aug 2018
Team & coworkers

Colleagues at J.P. Morgan

Other employees you can reach at jpmorgan.com. View company contacts for 75129 employees →

MB Michelle Butler Michelle Butler Colleague at J.P. MorganLondon, England, United Kingdom View → VP Valerie Pyfrom Valerie Pyfrom Colleague at J.P. MorganStanhope, New Jersey, United States View → DD Dream Dream Dream Dream Colleague at J.P. MorganDelhi, India View → ED Eda Durgut Eda Durgut Colleague at J.P. MorganSahinbey, Gaziantep, Türkiye, Turkey View → SC Srikanth C Srikanth C Colleague at J.P. MorganMumbai, Maharashtra, India View → SN Santiago Norverto Santiago Norverto Colleague at J.P. MorganArgentina View → DP Duannapas Prasobvittaya Duannapas Prasobvittaya Colleague at J.P. MorganThailand View → DR Dharma Rajan Gr Dharma Rajan Gr Colleague at J.P. MorganIndia View → JE Julia Esperanza Reina Santos Julia Esperanza Reina Santos Colleague at J.P. MorganChía, Cundinamarca, Colombia View → GR Grace Rabin Grace Rabin Colleague at J.P. MorganUnited Kingdom View →
2 education records

Jonathan Farah, Cfp® education

Bachelor'S Degree, Finance, General

Boston College

High School Diploma

American Heritage Schools - Broward Campus
FAQ

Frequently asked questions about Jonathan Farah, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jonathan Farah, Cfp® work for?

Jonathan Farah, Cfp® works for J.P. Morgan.

What is Jonathan Farah, Cfp®'s role at J.P. Morgan?

Jonathan Farah, Cfp® is listed as Client Associate at J.P. Morgan.

What is Jonathan Farah, Cfp®'s email address?

AeroLeads has found 1 work email signal at @jpmorgan.com for Jonathan Farah, Cfp® at J.P. Morgan.

Where is Jonathan Farah, Cfp® based?

Jonathan Farah, Cfp® is based in Miami, Florida, United States while working with J.P. Morgan.

What companies has Jonathan Farah, Cfp® worked for?

Jonathan Farah, Cfp® has worked for J.P. Morgan, Cbre, and Kawa Capital Management.

Who are Jonathan Farah, Cfp®'s colleagues at J.P. Morgan?

Jonathan Farah, Cfp®'s colleagues at J.P. Morgan include Michelle Butler, Valerie Pyfrom, Dream Dream, Eda Durgut, and Srikanth C.

How can I contact Jonathan Farah, Cfp®?

You can use AeroLeads to view verified contact signals for Jonathan Farah, Cfp® at J.P. Morgan, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Farah, Cfp® attend?

Jonathan Farah, Cfp® holds Bachelor'S Degree, Finance, General from Boston College.

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