About Aldo

Aldo Severson is a Client Associate at J.P. Morgan Wealth Management.

Aldo works closely with clients to streamline multiple facets of their wealth, from investment execution and portfolio design to account administration and operations. He develops deep and enduring relationships with clients, restoring time in their schedules so they can focus on the people and pursuits they most value.

Detail oriented, Aldo prides himself on precise execution and diligent follow-through. He works in concert with his team to offer integrated planning to support clients in pursuing their goals more effectively. A clear communicator, Aldo explains financial concepts in straightforward language, helping clients gain confidence in the management of their financial affairs.

Aldo brings significant experience to his role. Prior to his current tenure, he was a Senior Registered Client Service Associate with First Republic. Earlier, he served as a Lead Advisor with Northwestern Mutual and a Registered Client Service Associate with UBS. He has worked in wealth management since 2017.

Aldo earned his B.A. in Economics from Sonoma State University, where he was a member of the varsity baseball team. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the CFP® Board of Standards, Inc., and has attained FINRA Series 7 and 66 securities licenses.

Originally from San Mateo, California, Aldo now lives in San Francisco. In his free time, he enjoys playing golf, watching sports, and spending time with his family and friends.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

Markets

Tariff implications for investors: Building a resilient portfolio amid pullbacks

March 14, 2025How long can the economy’s strength last? We examine the risks to our base case.Read Now
Outlook

Investment implications of President Trump’s first month in office

March 12, 2025In his first 30 days, President Trump has made policy decisions on tariffs, immigration and deregulation. Here’s what investors need to know moving forward.Read Now
Outlook

Eye on the Market: Fifty days of grey

March 12, 2025In this edition of Eye on the Market, Michael Cembalest gives his take on the Trump administration’s economic policies 50 days in, as well as their effect on markets thus far.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.