Scott KockosScott Kockos, AIF®Executive DirectorWealth Advisor
LinkedInAbout Scott
Scott Kockos is a Wealth Advisor and Executive Director 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
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
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Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now