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Scott Seltzer
Christopher DeFelice
Joann Y. Corchado

The Seltzer Group

J.P. Morgan Securities
277 Park Avenue, 2nd Floor
New York, NY 101725
Phone: 212.272.2029

Welcome

With over two decades of combined experience, we deliver comprehensive wealth management services to high-net-worth individuals, business owners, attorneys and other successful professionals. By working in a conservative and long-term manner, we design investment planning strategies that help clients to grow and preserve their hard-earned capital.

As stewards of your wealth, we use a proactive and hands-on process to develop and manage tailored portfolios. Attention is paid to creating investment approaches that help weather any type of market fluctuation so you may stay the course. Through a collaborative partnership, we function seamlessly alongside CPAs, attorneys and other outside professionals to address the totality of your financial situation.

We are proud to serve as your gateway to the full array of resources available at J.P. Morgan—strategic investments, trusts and estates, private banking, philanthropy, mortgages and credit. Our group is committed to going beyond what’s expected and we strive to make our accessibility and responsiveness an everyday reality.

Investment Philosophy

Delivering comprehensive wealth management
Our team serves the investment needs of high-net-worth individuals, business owners, attorneys and other successful professionals who have worked hard to acquire significant wealth and are looking for ways in which to make these assets work for them. For over 20 years, we have delivered investment planning strategies that help clients to grow and manage their wealth more effectively and leave a legacy for future generations.

Offering a tailored and disciplined process
We take a conservative approach that emphasizes long-term growth and preservation of capital. Our goal is to avoid the inevitable volatility of market fluctuations. Bonds play an important role in portfolio construction and we draw on our deep experience in fixed-income markets to design tailored strategies that help clients succeed amid any economic condition.

The total client experience
At the Seltzer Group, we combine the vast resources and cutting-edge technology of a premier global firm with the personalized service one would expect from an investment boutique. Our holistic and disciplined wealth management process is focused on reviewing all aspects of a client’s financial life so we can ensure that the entirety of each wealth management scenario is considered.

We draw on our seasoned experience to build and manage client portfolios. We may also work with asset managers and use ETFs and other investment vehicles when situations call for a blend of strategies.

Our investment approach is both comprehensive and seamless. As guardians of your wealth, we work alongside CPAs, attorneys and other outside professionals to address the total financial picture.

Areas of focus include:

  • Investment Strategies
  • Portfolio Management
  • Tax-advantaged Investments
  • 401K Management
  • Banking, Lending, Mortgages and Credit
  • Retirement Planning
  • Trust and Estate Services
  • Generational Wealth Transfer
  • Charitable Giving

Our personal dedication to excellence
Our hands-on and proactive practice is embodied by the deep and long-lasting relationships we have built with each client. By working with a select group of individuals and their families, we are able to dedicate the time and attention required to offer high-touch service that cares for their unique needs. Through both good and challenging times, we have maintained these close ties and provided the guidance, experience, strategies and ideas to help clients stay the course.

A partnership approach
We believe that empowering individuals to pursue their financial goals provides an avenue to enhance their lives and those of their families. We are committed to managing these investments with the utmost trust and integrity. Our team is directly accessible to clients and we welcome the opportunity to be a partner in their success.

Team Biographies
About J.P. Morgan Securities

J.P. Morgan Securities leverages one of the most comprehensive product platforms in the industry, as well as the financial strength of JPMorgan Chase & Co., one of the world’s oldest, largest and best known financial institutions. Our Investment Professionals offer clients a broad suite of transactional, wealth management and investment advisory services. They provide highly personalized service and access to world-class products and services offered through the global financial resources of J.P. Morgan.

Learn more about our firm and investment professionals through FINRA BrokerCheck.

The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. 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.

This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

“J.P. Morgan Securities” is a brand name for a wealth management business conducted by JPMorgan Chase & Co (“JPMC”) and its subsidiaries worldwide. JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (JPMS), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co.

INVESTMENT PRODUCTS:
• NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

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