Andrew FongAndrew Fong
Executive 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

Outlook

December 2024 jobs report: 256,000 jobs added, a strong finish to the year

January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Retirement

Making the transition to retirement

January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Investing

Selling stock under a 10b5-1 plan

January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.