Nick Fanneron

Portfolio Manager-Equities at JPMorgan Private Wealth Advisors LLC

Finance

Consumer Services

Profile

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.

Nick Fanneron active positions

Companies	Position	Start
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-Equities	01/08/2022

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Training of Nick Fanneron

Northeastern University

Undergraduate Degree

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Private companies	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