Jonathan Barrios

Executive Director, Banker, J.P. Morgan Private Bank

Miami Community Board Member

Jonathan leads an integrated team of experts to provide holistic financial advice to wealthy individuals and families, most of which are current or former business owners. He specializes in advising his clients before and after a liquidity event to develop tailored strategies in investments, lending, and estate planning.

Jonathan has been with J.P. Morgan Private Bank since 2010 building an expertise in investments. During that time he constructed and managed multi asset portfolios that included ETFs, mutual funds, and individual securities of equity, preferred equity, and fixed income. He also offered his clients access to exclusive investments in private equity, credit, and real estate. From 2013 to 2017, he worked in Houston covering business owners, executives, and financial sponsors in the oil & gas sector. Before relocating to Miami, he managed a book of clients with close to $1 BN in assets. Jonathan started his career with Merrill Lynch’s Investment Bank in New York covering global industrial companies.

Jonathan lives in Coconut Grove with his wife Sarah and their two sons. He received a BBA in Finance from Florida International University (Summa Cum Laude) and an AA in Business from Florida State University (Summa Cum Laude). Jonathan is a FINRA Series 7 and 63 license holder.