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

Outlook

2025 Outlook update: How to parse policy uncertainty

March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
Markets

The bull side, the bear side and the reality

March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
Real Estate

What to know about tax-aware borrowing

March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.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.