About Kim

Kim Fonseca is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.

As the founder of the Fonseca Group, he provides investment management services to a range of successful clients, including high- and ultra-high-net-worth individuals and their families, investors, entrepreneurs, and executives. With a career that has spanned almost 40 years, he brings deep experience to address the sophisticated complexities that often accompany substantial wealth.

Using a goals-based approach, Kim designs portfolios and strategies based upon clients' personal intentions and requirements. He brings a conservative focus and has deep capabilities in all aspects of fixed-income— sales, trading, portfolio construction and management. Kim is skilled in navigating across the firm to address his clients' needs for trust and estate planning, lending and more. Known for his seasoned knowledge base, he works closely with each individual to transform complex financial situations into clear and simple ideas.

Kim developed institutional capital markets experience at Lehman Brothers and later, Salomon Brothers, where he became one of the top fixed-income advisors and a Senior Vice President for the firm. While there, he delivered wealth planning and investment advice to the most affluent clients. Throughout his career, Kim has built a strong internal network with the bond trading desks and other investment professionals. He joined J.P. Morgan in 2013 and is pleased to work for a firm that emphasizes placing clients first.

An influential leader in his local community, Kim supports numerous non-profit organizations that are personally meaningful to him. He is involved with the Boys and Girls Club Foundation, where he is proud to serve as the Executive Chairman for the Palm Beach County organization.

Insights

Markets

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
Business Planning

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
Wealth Planning

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
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.