Nick Fanneron
Portfolio Manager-Aktien bei JPMorgan Private Wealth Advisors LLC
Profil
Mr. Nicholas J.
Fanneron is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He also serves as a Vice President at the firm.
Mr. Fanneron joined J.P.
Morgan Wealth Management in 2023.
His areas of expertise include holistic financial planning, restricted stock, equity compensation and risk management.
Prior to joining J.P.
Morgan Wealth Management, Mr. Fanneron was a Wealth Manager at First Republic since 2022.
Before joining First Republic, Mr. Fanneron was an Assistant Vice President and a Financial Advisor at Merrill Lynch Wealth Management.
He provides client-centered wealth management advice to his client base, which includes families, professionals, corporate executives and business owners.
He earned his Bachelor of Science in Business Administration with a concentration in Finance and Marketing from Northeastern University.
Aktive Positionen von Nick Fanneron
| Unternehmen | Position | Beginn |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Portfolio Manager-Aktien | 01.08.2022 |
Ausbildung von Nick Fanneron
| Northeastern University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
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Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Finance |
