J.P. Morgan Wealth Management New York (Rockefeller Center)

Location information

1230 Avenue of the Americas
New York, NY 10020
(212) 759-7755
Kim Bonanni, Regional Director headshot image

Kim Bonanni

Regional Director
(973) 285-2211
kim.bonanni@jpmorgan.com

Our New York advisors consult closely with clients to explore and identify the goals that are most important for them and their families. Keeping this information at the forefront, they center their financial advice around the entirety of each individual's objectives. By building a strong relationship with clients, our advisors serve as an advocate to access the global resources of the firm, bringing the full capabilities of J.P. Morgan down to a personal, customized size. They address the many elements of wealth that extend beyond investment strategies to include banking, lending, trust and estate planning and more. Our advisors look forward to the chance to work directly with you and share best practices and innovative ideas.

Our Services

Your advisor is your personal guide to the full range of J.P. Morgan's capabilities, providing a single point of access for managing your entire financial life.

Wealth Planning

We combine industry-leading analysis with individualized strategies to help you grow, protect and transfer your wealth by managing your taxes and cash flow.

Investment Management

We provide tailored portfolio management informed by J.P. Morgan’s proprietary data and research, helping you best allocate your assets and capitalize on emerging market trends.

Banking

Our dedicated banking specialists are experts at helping you simplify your finances, and our digital banking tools allow you to securely access and manage your money whenever you need to.

Lending

We offer a wide range of tailored lending options, including individualized credit strategies, securities-backed lending and personalized financing, backed by the strength of J.P. Morgan.

Meet Our Team

Insights

Select this article to learn more about our latest insights
Wealth Planning

How you may benefit from tax-loss harvesting

January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read Now
Markets and Economy

Proximity matters: 5 things to know about the US sphere of influence

January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now
Select this article to learn more about our latest insights
Wealth Planning

How to prepare for Tax Day as a small business owner

January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
Select this article to learn more about our latest insights
Wealth Planning

How you may benefit from tax-loss harvesting

January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read Now
Markets and Economy

Proximity matters: 5 things to know about the US sphere of influence

January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now
Select this article to learn more about our latest insights
Wealth Planning

How to prepare for Tax Day as a small business owner

January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
Family Legacy

The quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations

January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
Family Legacy

New J.P. Morgan research sheds light on the wealth dialogue between generations

January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
Select this article to learn more about our latest insights
Wealth Planning

Providing for children with special needs

January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now
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Investing

Selling stock under a 10b5-1 plan

January 15, 2026If 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
Markets and Economy

December 2025 CPI report released: What the data means and how it might affect interest rates

January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read Now
Markets and Economy

What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates

January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now

About J.P. Morgan Wealth Management

At J.P. Morgan Wealth Management, we will work closely with you to understand your unique needs and create solutions designed to help you meet your financial goals. Our experienced advisors excel at tailoring individual portfolios utilizing J.P. Morgan’s robust investment capabilities.
Careers at J.P. Morgan Wealth Management New York
J.P. Morgan Wealth Management offers financial advisors the best of both worlds -- a boutique and a global powerhouse. As an advisor at J.P. Morgan, you would have access to award-winning teams across the firm, top-notch research and thought leadership – all backed by a fortress balance sheet.