Scott KockosScott Kockos, AIF®
Vice President
Wealth Advisor

"I understand that each client has a unique range of goals, and I work with all my clients to understand, define, quantify and prioritize their goals."

About Scott

Scott Kockos is a Wealth Advisor and Vice President with J.P. Morgan Wealth Management, and a Portfolio Manager in the firm's exclusive Portfolio Manager Program. To qualify for this distinction, Scott has gone through a screening process where his investment strategy, style and financial results have been reviewed qualitatively and quantitatively on an ongoing basis by top specialists from the J.P. Morgan Due Diligence team.

Scott understands that each client has a unique range of goals, and he works with all his clients to understand, define, quantify and prioritize their goals. 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 33 years of experience in the financial services industry, and has spent the last 27 years with J.P. Morgan and its predecessor firm Bear Stearns. Prior to joining the firm, he held senior roles at well-known securities and investment management firms.

An active member of 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 RJB Education Equity Foundation, a global not-for-profit organization that promotes global literacy, education and the construction of libraries. In his spare time, he enjoys biking, golfing and fishing. Scott and his wife reside on the San Francisco Peninsula with their two daughters and son.

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

Investing

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead 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.
(415) 772-3039scott.kockos@jpmorgan.com