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The Kockos Boggs Group

The Kockos Boggs Group

Our experience throughout the decades has enabled us to refine a process down to where we are able to recognize trends and nimbly act on them.


 

(800) 688-2327

560 Mission Street
Suite 2400
San Francisco, CA 94105

Welcome

The Kockos Boggs Group has 48 years of combined, in-depth financial advising experience on both the right side and left side of our clients’ personal balance sheets. We also have direct access to the some of the most superb minds in the investment and lending business worldwide. Our experience throughout the decades has enabled us to refine a process down to where we are able to recognize trends and nimbly act on them. This has helped us develop a loyal list of clients who value us as their principal family advisors.

Our team

We have designed our investment practice to be disciplined and accountable. We have four simple principles that can be the cornerstone of any family’s financial future.

  1. A written investment strategy proposal
  2. A quarterly review
  3. Access to investment and lending resources worldwide
  4. Individual attention and accountability to each client’s personalized plan

Our strengths lie in our capability to navigate turbulent markets while still staying on plan in regard to risk aversion, and being cost-conscious for our clients. Scott and Chris both have their areas of expertise, and know when to reach out for more expertise from outside their team if the situation calls for it.

Meet Our Team

Click a profile to learn more about each member

Scott Kockos, AIF®

Vice President


415.772.3039

scott.kockos@jpmorgan.com

560 Mission Street
Suite 2400
San Francisco, CA 94105

Christopher Boggs

Vice President


415.772.2979

christopher.boggs@jpmorgan.com

560 Mission Street
Suite 2400
San Francisco, CA 94105

Specialist Resources

Can assist J.P. Morgan Advisors on a case-by-case client basis.

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read additional Important Information in conjunction with these pages.