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