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
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Health care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read Now
Preserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now
How to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now
3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read Now
How policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read Now
Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read Now
Redefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read Now
How to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowThe impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowHealth care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowPreserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowHow to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read NowHow policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowFederal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowRedefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowHow to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now