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

Wealth Planning

Communicating wishes when preparing for a death

December 23, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Retirement

Retirement planning: Contribution limits for 2025

December 23, 2024The IRS released new limits for retirement contributions for 2025. How might this impact your plans? We break it down.Read Now
Markets

Will a shutdown tarnish a banner year for U.S. markets?

December 20, 2024History suggests there will be little impact, but could this time be different?Read Now
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