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The Farrell Group

The Farrell Group

We help simplify the financial complexity that accompanies significant wealth so our clients can focus on what drives and energizes them most.


212.272.2616

farrell.group@jpmorgan.com

277 Park Avenue, 3rd Floor
New York, NY 10172

Welcome

The Farrell Group serves the complex financial needs of business owners, entrepreneurs, corporate executives and other high-performing individuals who are invested in demanding careers. We employ a bespoke process to understand, define, quantify, and prioritize your objectives, ultimately translating them into a wealth plan and investment strategy designed exclusively for you. Founded on a culture of excellence, we deliver best-in-class capabilities across the core pillars of wealth management including:
 

Wealth Structuring

  • Trust and Estate Planning
  • Next Generation Financial Literacy
  • Charitable Giving

Investment Management

  • Risk Management
  • Asset Allocation and Portfolio Construction
  • Hedge Fund & Private Equity Investments

Executive and Small Business Services

  • Pre-Liquidity Planning
  • Corporate Retirement Plans
  • Compensation and Concentrated Positions
  • Diversification Strategies

Customized Credit and Banking

  • Commercial and Residential Mortgages
  • Aircraft & Yacht Financing
  • Art Lending


We look forward to having a conversation with you. Our mission is to deliver the confidence that your personal wealth is being cared for as professionally as your business activities.

Meet Our Team

T. Kenneth Farrell

Vice President


212.272.2616

ken.farrell@jpmorgan.com

277 Park Avenue, 3rd Floor 
New York, NY 10172

 

 

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read additional Important Information in conjunction with these pages.