Scott KockosScott Kockos, AIF®Executive DirectorWealth Advisor
LinkedInAbout Scott
Scott Kockos is an Executive Director, Wealth Advisor and Portfolio Manager at J.P. Morgan Wealth Management.
Scott is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, 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 their investment strategies.
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, not-for-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.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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