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 graduatelevel 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, 66, and SIE securities licenses.

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.



What’s driving the rotation into small-cap stocks?

July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Wealth Planning

Insight 5: Continually evolve and renew the ownership portfolio

July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now

3 considerations for investing in a bull market

July 12, 2024The S&P 500 is up big time year-to-date. That doesn’t mean you should wait on the sidelines.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.