Nicholas FanneronNicholas FanneronVice PresidentWealth Advisor
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
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As 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
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As 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 NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now