Nicholas FanneronNicholas FanneronVice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
About Nicholas
Nicholas Fanneron is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
Since joining The Mehta Team in 2018, Nick has been emblematic of the personal care our firm strives to provide at every touchpoint. As a Wealth Advisor, Nick prioritizes knowing each client personally and helping them develop financial plans that center around their unique lives. Attentive and thorough, Nick takes the time to understand where each client is in their wealth management journey and guides them through a thoughtful planning process. At every step, he cares deeply about creating clear, digestible financial information.
Nick holds the Chartered Retirement Planning CounselorSM designation. He enjoys helping our clients think through what a meaningful financial life means to them and planning for their preferred lifestyles.
He can help families create a path for trust and estate planning while understanding their specific ambitions. For corporate executives, Nick's skills in equity compensation and risk management can benefit any growth stage. Further, he holds a Sports & Entertainment Accredited Wealth Management Advisor designation. He understands how clients within athletic and creative industries often have unpredictable revenue streams—and can help them plan ahead with strategic foresight. No matter the landscape, he goes above and beyond for each person's needs, calling upon whatever resources are available to support the greatest outcomes.
As the son of a client, Nick found his passion for wealth management through the ways our team's support improved his own family's life. He launched his career in 2017, and before joining J.P. Morgan, served as Vice President and Wealth Manager at First Republic Wealth Management. Nick especially enjoys when his clients convey their financial goals to him and trust in his care, so they can spend their time on what they most enjoy. He focuses on adding both value and a sense of security to financial decisions while supporting any aspiration or obstacle.
Nick received his B.S. in Business Administration with a concentration in Finance and Marketing from Northeastern University, where he also played varsity college baseball. He stays close to his community through various volunteer work and is active with several organizations supporting Parkinson's disease.
Insights
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
What to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now