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Aldi Tafani

Executive Director

Aldi Tafani is an Executive Director and Financial Advisor at J.P. Morgan Securities, a wealth management division of J.P. Morgan. With over 18 years’ experience in the financial industry, he provides support for large institutional transactions, corporate 401Ks, wealth funds, and private client advisory. Aldi’s extensive capital advisory background and strong investment capabilities enable him to serve a diverse set of clients that range from high-net-worth families to foundations. He offers tailored strategies covering the totality of wealth and financial relationships through the products and services available at J.P. Morgan.

Aldi’s commitment to attentive personal service extends beyond accessibility and timely problem resolution—it goes to the heart of asset management—understanding each client and determining how and why they want to invest. He focuses on one individual at a time and believes that because every situation is unique, no two portfolios should be alike.

Through the identification of what he considers to be the pillars of a portfolio — clearly defining clients’ goals, studying their risk tolerance and exploring their investing experience — Aldi creates a platform for sound decision-making. He is mindful that all investment elements must be integrated together and continuously monitored.

Aldi joined J.P. Morgan Securities in 2016, drawn to the firm’s deep set of world-renowned resources and research capabilities. He believes these help position him and the Tafani Team to provide a greater level of service for their clients. Aldi began his career in investment management at Morgan Stanley in 1999 and has worked diligently ever since to develop portfolio strategies that address complex financial challenges.

He and his family live in Colt’s Neck, New Jersey. Aldi spends most of his free time attending to the needs of his clients and is fond of saying, “I don’t golf so that you can golf”.

Phone: 212.272.1819
Email: aldi.tafani@jpmorgan.com

Registered States: CA, CO, CT, FL, GA, IL, ME, MD, MA, MI, MS, MO, NV, NJ, NY, NC, OK, OR, PA, VT, VA, WA, 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 (“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.


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