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
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After 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 Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After 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 NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowPlanning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowLessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now