Austin MascorroAustin MascorroSenior Client Associate
About Austin
Austin Mascorro is a Senior Client Associate at J.P. Morgan Wealth Management.
Austin provides reliable administrative support and excellent service to clients of Kasandra Schindler's team, helping them gain greater control over their financial lives. His responsibilities include new account onboarding, money movement, account administration and the resolution of client inquiries. As a first point of client contact, Austin is skilled in listening attentively to client needs and discerning the appropriate strategies to address each client's priorities. Thorough in his approach, he takes great satisfaction delivering a high standard of accuracy and precision.
Prior to joining J.P. Morgan in 2023, Austin was a Preferred Banking Associate at First Republic Bank. Earlier in his career, he worked at Bank of America as a Relationship Manager, where he strengthened client relationships and collaborated with partners to help clients achieve their financial goals. Austin earned an M.S. in Finance from California State University, Long Beach. He holds FINRA Series 7 and 66 securities licenses.
Outside of work, Austin enjoys spending time with his family, particularly his wife and daughter.
Insights
Outlook
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US adds 139,000 jobs in May, showing gradually moderating labor market
June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read NowMarkets
All eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read NowCybersecurity
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June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowWealth Planning
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June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read NowBusiness Planning
Incentive stock options and the AMT
June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowOutlook
How do geopolitical shocks impact markets?
June 4, 2025While geopolitical events don’t often have lasting impacts on equities, local markets can be hit hard. Here’s what you need to know.Read NowWealth Planning
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June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowBusiness Planning
Business succession planning: Building an effective team
June 3, 2025The 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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