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 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.

Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc.

Insights

Wealth Planning

Communicating wishes when preparing for a death

January 9, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Wealth Planning

Providing for your loved ones during your lifetime

January 9, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.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.