Connor SecoraConnor SecoraClient Associate
About Connor
Connor Secora is a Client Associate at J.P. Morgan Wealth Management.
Connor provides diligent administrative support and attentive service to wealthy individuals and successful professionals, helping them streamline multiple facets of their financial lives. As a key contributor to team operations, Connor holds a number of responsibilities, including account onboarding, inquiry resolution, wire transfers, asset movement, and IRA distributions. He also facilitates meeting preparation and provides technology support to clients, allowing them to stay closely apprised of their progress toward their financial goals.
Committed to the clients he serves, Connor forges natural relationships with individuals and families, displaying a genuine enthusiasm for making clients' lives simpler and better. An Eagle Scout, he appreciates the value of preparedness and applies that principle to his work, anticipating client needs and following through on client requests with thoroughness and reliability.
Connor began his wealth management career in 2021 as a Client Service Associate with First Republic Bank before moving to J.P. Morgan Wealth Management with his team in 2023. He earned his B.S. in Finance and Marketing from Fairfield University, where he was a member of the cross-country team. He holds FINRA Series 7, 66, and life insurance licenses and has successfully completed the Securities Industry Essentials® (SIE®) Exam.
Originally from Wyckoff, New Jersey, Connor is an avid New York Mets and New York Jets fan. He also enjoys watching college football and basketball. Outside the office, he stays fit by going on distance runs.
Insights
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