Kim FonsecaKim FonsecaExecutive DirectorWealth Advisor
LinkedInAbout 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
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now