Andrew FongAndrew FongExecutive Director, Head of Business Development
About Andrew
Andrew Fong is an Executive Director and the Head of Business Development at J.P. Morgan Wealth Management.
In his leadership role, Andrew sets the strategic direction for the team, which is responsible for driving and developing the Wealth Management Banking platform. His team pays specific attention to investment-aligned bank deposits and the cash sweep platform.
Andrew's two decades of experience in the financial services industry began at Smith Barney in 2005, after which he joined Morgan Stanley through their joint venture with Smith Barney in 2009. There, he supported the deposits offering to the firm's wealth management clients, managing FDIC-insured deposit sweeps, FX deposits and promotional CDs to promote new money to Morgan Stanley.
Andrew joined J.P. Morgan in 2016, initially managing J.P. Morgan Securities' cash sweep platform and money market fund offering. More recently, he managed pricing and banking product strategy for the Banking Practice team in the J.P. Morgan Private Bank Deposits group.
Andrew earned a B.A. in Economics from Duke University and an M.B.A. in Finance from Duke's Fuqua School of Business. He holds FINRA Series 7 and 66 securities licenses.
Insights
Markets and Economy
Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read Now
Markets and Economy
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May 8, 2026As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming.Read Now
Markets and Economy
Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting
May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read Now
Markets and Economy
How tech became everything to everyone
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Markets and Economy
Why are stocks at record highs with no Iran resolution?
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Wealth Planning
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April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Retirement
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Wealth Planning
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April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowMarkets and Economy
Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read NowMarkets and Economy
How The Market’s Inflation Fears are Running Ahead of Reality
May 8, 2026As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming.Read NowMarkets and Economy
Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting
May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read NowMarkets and Economy
How tech became everything to everyone
May 1, 2026From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore.Read NowMarkets and Economy
Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read NowWealth Planning
What is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowRetirement
3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowMarkets and Economy
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowWealth Planning
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
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