Nicholas ScordatoNicholas ScordatoAssociateInvestment Associate
About Nicholas
Nicholas (Nick) Scordato is an Associate with J.P. Morgan Wealth Management.
As a member of The Weikes Group, he provides trading and investment oversight (advisory services) for institutional and high-net-worth clients while also contributing to the group's advisory programs. Nick's responsibilities include product sales and trade execution, market research, and performing client account reviews for advisory relationships. He recognizes the critical nature of his forward- facing role and takes pride in achieving positive outcomes for clients in a timely manner.
A graduate of Canisius College. Nick earned dual degrees in Finance and Business Economics. With eight years of experience in financial services, he began his career in 2013 at Morgan Stanley as a Registered Associate where he was involved in the management of assets across various strategies including ETF Sector Exposure, Core Equity, and Core Fixed Income. Nick joined J.P. Morgan in 2015 and is an important member of the team. He holds FINRA Series 7 and 65 licenses and is a CFA Level III candidate.
Nick is an avid sports fan and a proud supporter of professional teams in his hometown of Buffalo, NY. He currently resides in Brooklyn, NY and in his free time enjoys the outdoors and traveling.
Insights
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May 15, 2024You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowEye on the Market: Animal farm
May 15, 2024The latest Eye on the Market reviews agriculture from an investor’s perspective, including agricultural price inflation, equity investments in agriculture and farmland ownership.Read NowIntroduction to succession planning for business owners
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