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
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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 Now
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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 Now3 ways to stay active while in retirement
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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 NowEmerging 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 NowThe 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 NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
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