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

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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