Nicholas ScordatoNicholas ScordatoAssociate
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
We need to talk: Communicating your estate plan with your family
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Municipal bonds are in the spotlight. Should they be in your portfolio?
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Midterm elections preview: Potential outcomes and market implications
October 27, 2022With just two weeks to go before voters hit the polls, consider this breakdown of what’s at stake and why it matters for portfolios.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowMidterm elections preview: Potential outcomes and market implications
October 27, 2022With just two weeks to go before voters hit the polls, consider this breakdown of what’s at stake and why it matters for portfolios.Read Now