Mark KordesMark Kordes, CFP®, ChFC®, CDFA®Executive Director, Wealth Planner
About Mark
Mark Kordes is an Executive Director and Wealth Planner covering the Southeast Region for J.P. Morgan Wealth Management's Wealth Planning and Advice team.
Mark brings nearly 40 years of wealth management experience to his role. He has earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification as well the Chartered Financial Consultant® (ChFC®) and Certified Divorce Financial Analyst® (CDFA®) designations.
Before joining J.P. Morgan Wealth Management in 2023, Mark was with First Republic as a Managing Director since 2022. Previously, he worked in both client-facing and corporate management positions for Advisors Capital Management, HSBC in Hong Kong and at UBS and Merrill Lynch in the U.S.
Mark currently serves on the Academic Advisory Panel of the Financial Planning Standards Board for the International CFP® and has recently served on their Professional Standards Committee. He has also served on the Certified Financial Planner Board of Standards for the United States CFP® as a past Chair of their Council on Education. He currently serves on the Wealth Management Cooperation Committee of the Asian Financial Cooperation Association (AFCA).
Mark has an M.S. in Financial Services from The American College of Financial Services. He is a member of the Society of Trust and Estate Practitioners (STEP), the Society of Financial Service Professionals (SFSP), the Financial Planning Association (FPA), the Palm Beach County Estate Planning Council, the Greater Boca Raton Estate Planning Council and the Palm Beach Tax Institute.
Mark and his family make their home in Delray Beach, Florida.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Chartered Financial Consultant® ("ChFC®") are registered trademarks owned by The American College of Financial Services.
CDFA® certification is offered through the Institute for Divorce Financial Analysts. CDFA®-certified professionals do not practice law and do not give legal or tax advice. If legal or tax advice or other expert assistance is required, the services of a qualified professional must be sought. For more information, please visit https://institutedfa.com.
Insights
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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 NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now