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
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January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowFiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowFed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowThe new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read NowDebunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowMaking the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowNew 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowFamily governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowShould I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now