
Scott KockosScott Kockos, AIF®Vice PresidentWealth Advisor
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

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For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now

The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now