
John CastaldoJohn Castaldo, CFP®, AIF®Investment Associate
About John
John Castaldo is an Investment Assocate at J.P. Morgan Wealth Management.
As a member of The Fonseca Group, John provides operational and customer service support for sophisticated professionals and high-net-worth individuals and families from all over the globe. John's responsibilities include onboarding new and prospective clients, executing securities transactions, and coordinating operational aspects of The Fonseca Group. His reputation for managing day-to-day activities in a steady and experienced manner is consistently noted by clients, matching The Fonseca Group's firm-wide exceptional reputation.
John began his career in 2019 at Bank of America as a Relationship Banker, where he acquired skills to carefully address individual clients' needs. He then was promoted to Relationship Management in 2020, gaining valuable relationship management experience by managing high-net-worth client relationship accounts, business consulting, mortgage acquisitions, and life plan management.
In April of 2022, John joined The Fonseca Group at J.P. Morgan Wealth Advisors where he is now a vital member of the team, proudly driving outstanding client service.
John graduated summa cum laude from Mercy College with a B.S. in Behavioral Sciences, with a concentration in Psychology. While continuing his career within the wealth management world, he pursued graduate-level education. Graduating at the top of his class with Distinction, John earned an M.B.A. with a concentration in Finance.
John holds FINRA Series 7 and 66 securities licenses as well as the Variable, Heath, and Life Insurance licenses. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and earned the Accredited Investment Fiduciary® (AIF®) designation.
Active in his community, John volunteers many hours a week to youth group activities and service at his local church. His role in the organization helps provide a positive role model to the local youth by teaching and guiding them.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®in the U.S.
Insights

The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring 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 Now
3 ways to stay active while in retirement
May 5, 2025Staying 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 April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
What is the wash sale rule?
April 29, 2025The 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
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring 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 Now
3 ways to stay active while in retirement
May 5, 2025Staying 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 April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
What is the wash sale rule?
April 29, 2025The 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
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now