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
How to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read Now
How The Market’s Inflation Fears are Running Ahead of Reality
May 8, 2026As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming.Read Now
Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting
May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read Now
How tech became everything to everyone
May 1, 2026From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore.Read Now
Why are stocks at record highs with no Iran resolution?
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
3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
What is the wash sale rule?
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 Now
Emerging 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 NowHow to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowOil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read NowHow The Market’s Inflation Fears are Running Ahead of Reality
May 8, 2026As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming.Read NowPowell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting
May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read NowHow tech became everything to everyone
May 1, 2026From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore.Read NowWhy are stocks at record highs with no Iran resolution?
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
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat is the wash sale rule?
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 Now