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Jeffrey Sherman
Arthur N. Karabelas
Christina Camuzzi-Marti

Okita Sevi

Okita Sevi

Financial Advisor

Okita Sevi is a Financial Advisor with J.P. Morgan Securities, the wealth management division of J.P. Morgan. Her responsibilities include investment planning as well as retirement and college planning. She also has an extensive background in providing commercial and residential lending services, along with commercial and personal banking.

Okita joined J.P. Morgan Securities in 2013 with the team. Previously, she spent 11 years as a Senior Private Client Manager in the Global Wealth Management division of Bank of America, where she provided financial guidance to high-net-worth clientele. In 2010, Okita brought her experience in planning, lending and investing to Merrill Lynch, where she joined the SKS Group.

Okita received a B.S. in Business Management and Marketing from Tirana University in Tirana, Albania. She received certification as a Financial Planner from Boston University in 2008. Okita lives in Westwood, Massachusetts, with her husband and their two sons. Outside of the office, Okita enjoys spending time with her family, world travel, playing volleyball and swimming.

Phone: 617.654.2444
Email: okita.sevi@jpmorgan.com

Registered States: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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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. and certain subsidiaries. J.P. Morgan Securities offers investment products, services, Clearing and Custody through J.P. Morgan Securities LLC, a member of FINRA and SIPC. Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.

Investment products: Not FDIC insured • No bank guarantee • May lose value

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