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
How to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read Now
Delayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read Now
Understanding business entities
November 18, 2025If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
Understanding life insurance
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401(k) private equity investing: Things to consider
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November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read Now
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read NowHow to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read NowDelayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read NowUnderstanding business entities
November 18, 2025If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowUnderstanding life insurance
November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read NowWhat is umbrella insurance and why might I need it?
November 18, 2025Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read Now401(k) private equity investing: Things to consider
November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read NowEnd-of-year planning for business owners
November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read NowInvesting in 2026: J.P. Morgan Wealth Management’s top themes to watch
November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read NowIn the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now