
Kim FonsecaKim FonsecaExecutive DirectorWealth Advisor
About Kim
Kim Fonseca is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
As the founder of The Fonseca Group, Kim 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. He draws from a career that has spanned more than forty years to address the sophisticated complexities that often accompany substantial wealth.
Using a goals-based approach, Kim designs customized portfolios and strategies that align with each individual's personal intentions and requirements. He brings a conservative focus, employing a portfolio strategy that is based on municipal fixed income. 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. While there, he delivered wealth planning and investment advice to some of the firm's 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 Chairman-elect of the Board of Directors for the Boys and Girls Clubs of Palm Beach County, where he has hosted the organization's Tower Shoot for many years, raising funds to support the youth of Palm Beach County. He dotes on his two Black labs, Harry and Aspen, who love to go hunting with him.
Insights

Understanding life insurance
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Caring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read Now
Understanding life insurance
November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now
401(k) private equity investing: Things to consider
November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read Now
End-of-year planning for business owners
November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read Now
Investing in 2026: J.P. Morgan Wealth Management’s top themes to watch
November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read Now
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now
How to title your assets
November 13, 2025Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read Now
Planning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read Now
Caring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read Now
