Andrea Fonseca
Vice President, Banker @J.P. Morgan Private Bank
Signup · Get unlimited contacts
WORK HISTORY
Vice President, Banker @J.P. Morgan Private Bank
Indianapolis, IN, US
J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co.(JPM). JPMorgan Chase Bank, N.A. and its affiliates (collectively \"JPMCB\") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (\"JPMS\"), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc.(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPM.INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUEJPM, reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to these disclosures: opinions expressed by the profile creator may not reflect those of JPM. Information or content made available on this profile (including strategies or views) is intended for informational purposes only. It should not be relied upon as individually tailored advice and is not an offer to buy, hold or sell any investment, financial instrument or strategy. JPM will not accept any orders via LinkedIn or its messaging systems. JPM does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.\"Likes\",\"Favorites\" or similar functionality on social media sites should not be considered a positive reflection of actual client experiences or services offered by JPM. Additional important information: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.
EDUCATION
Indiana Wesleyan University
Master of Business Administration (MBA)
University of Florida
Bachelor of Business Administration (B.B.A.)
ABOUT ANDREA FONSECA
As a Banker at J.P. Morgan Private Bank, I partner closely with affluent individuals and their families to ensure they are successful in their multi-generational goals and wealth planning. I embody the notion of Hoosier Hospitality, and was recently the recipient of the Indianapolis Business Journal’s 2022 Forty Under 40 Award.I get to know each individual and learn the priorities they feel are most important. I find that clients look for someone they can trust to consider their holistic financial pictures, and I provide access to the outstanding technology and innovative services for which J.P. Morgan is known. I have intentionally chosen to make Indianapolis “home,” and play an important part in expanding the firm’s presence in the area.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.