Jonathan Barrios is a Managing Director and Team Lead in the Miami office of J.P. Morgan Private Bank. He directs a talented group of bankers who curate personalized strategies across the balance sheet to target the aspirations of highly affluent individuals and multi-generational families.
In his leadership role, Jonathan plays an influential part in enhancing J.P. Morgan’s impact and growth in the community. He fosters a culture of empowerment, providing his team with the tools and resources to help clients accomplish their important goals—tax mitigation, personal liquidity, lifestyle considerations, charitable giving, wealth transfer, and more.
Jonathan continues to advise a select group of clients and is often called in to consult on complex scenarios and innovative opportunities. He specializes in advising his clients before and after liquidity events to develop tailored strategies in investments, lending, and estate planning. He focuses on middle market M&A, commercial real estate, and healthcare entrepreneurs.
He has been with J.P. Morgan Private Bank since 2010, building expertise in investments. He has constructed and managed portfolios across all asset classes and has offered his clients access to exclusive private investments in buyout, growth equity, venture capital, private credit, direct real estate, and infrastructure. He also spent part of his tenure in Houston, covering business owners, public executives, and financial sponsors in the oil & gas sector.
Jonathan lives in Coconut Grove with his wife, Sarah, and their three sons. He is an active member of Christ Journey Church in Coral Gables and serves on the boards of the National Christian Foundation of South Florida and Branches Florida, an organization focused on developing and implementing programs that address the root causes of poverty and critical needs in the community. He is a founding investor in the Greenlight Fund Miami and a Founding Board Member of ACG Miami, the leading networking organization for M&A advisors in the community.
He received a BBA in Finance, Summa Cum Laude, from Florida International University and an AA in Business from Florida State University. Jonathan holds licenses for FINRA Series 7, 63, 65, 9, and 10, as well as a 2-15 Resident Health & Life license, including Annuities & Variable Contracts.
