Scott KockosScott Kockos, AIF®Executive DirectorWealth Advisor
LinkedInAbout Scott
Scott Kockos is a Wealth Advisor and Executive Director at J.P. Morgan Wealth Management.
As a Portfolio Manager in the firm's exclusive Portfolio Manager Program, Scott is part of a select group of advisors who undergo a screening process to manage discretionary client portfolios, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy.
Scott understands that each client has a unique range of goals, and he will work to understand, define, quantify and prioritize their needs. Through this approach, he is able to provide comprehensive wealth management services to high-net-worth individuals, corporate executives, institutions and foundations.
Scott has more than 36 years of experience in the financial services industry, the last 30 of which have been at J.P. Morgan. Previously, he held senior roles at well-known securities and investment management firms.
Active in the community, Scott is a member and past President of the historic San Francisco Bond Club (est. 1929). Under his leadership, the Bond Club worked to enhance the investment business, promote compliance with the highest ethical standards and provide a forum for leaders of the securities industry to meet and form long-lasting friendships. He is also a board member of the 7 Degrees of Change Foundation, a global, notfor-profit organization that promotes global literacy, education and the construction of libraries.
Scott and his wife reside on the San Francisco Peninsula with their two daughters and son. In his spare time, he enjoys biking, golfing and fishing.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification
Insights
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May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowHow to successfully gift to heirs
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May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
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May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now