John SchorkJohn Schork, CFP®Vice PresidentInvestment Associate
About John
John Schork is a Vice President and Investment Associate at J.P. Morgan Wealth Management.
Drawing on more than 25 years of experience, John works closely with high-net-worth and ultra-high-net-worth individuals and families to help them pursue their financial goals more effectively. He has particular depth in portfolio design, customizing his approach to the specific cash-flow needs, time horizons, tax circumstances and risk tolerance of each client.
John is also adept in financial planning, offering a refined level of strategy that supports clients in capitalizing on the opportunities at their disposal. He attained the CERTIFIED FINANCIAL PLANNER® certification awarded by the CFP® Board of Standards, Inc.—a designation he has held since 2003. John is also a member of the team's investment committee, where he contributes to the management of its proprietary investment program, which features a long-term track record.
Prior to joining J.P. Morgan Wealth Management with his team in 2023, John was an Investment Specialist with First Republic Private Wealth Management. He began his wealth management tenure in 1998 at Merrill Lynch after a successful career in the Navy, retiring as a Captain. As a Naval Flight Officer, John accumulated over 4,000 flight hours and 1,000 carrier landings. His decorations include the Legion of Merit, Bronze Star and Air Medal. He also commanded an aircraft squadron and naval air station.
John earned his B.S. with Honors from the United States Naval Academy. In 1993, he again graduated with Honors from the United States Naval War College with a Master's in National Security and Strategic Studies.
John resides with his wife Carole in Sammamish, Washington. An accomplished author, he has published nine historical fiction novels.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
What is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowWhat is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowThreading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowWhy cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowBuilding tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now