Mohammad Sarhan is an Executive Director and Private Client Advisor at J.P. Morgan Wealth Management, where he provides comprehensive financial planning and investment advisory services to high-net-worth individuals and families. With more than 18 years at J.P. Morgan, he has built a reputation for delivering thoughtful, data-driven strategies that align clients’ personal goals with long-term financial success.

Mohammad holds the Certified Financial Planner™ (CFP®) and Wealth Management Certified Professional® (WMCP®) designations, reflecting his deep commitment to holistic, fiduciary-based financial planning. His expertise spans retirement and estate planning, tax-efficient investment strategies, and multi-generational wealth management.

He earned his undergraduate degree from the University at Stony Brook and an MBA in Finance from Baruch College’s Zicklin School of Business.

As an adjunct professor in the NYU MS in Financial Planning program, Mohammad brings real-world experience into the classroom, bridging the gap between academic theory and the evolving landscape of wealth management. He is passionate about mentoring future financial planners, emphasizing ethical practice, analytical rigor, and the human dimensions of financial decision-making