Aldo SeversonAldo Severson, CFP®Client Associate
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
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August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
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July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
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