Mark KordesMark Kordes, CFP®, ChFC®, CLU®, 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 PLANNER® (CFP®) certification as well the Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®) 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 has served on the Academic Advisory Panel of the Financial Planning Standards Board for the International CFP® as well as 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 has served 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) and the Palm Beach County Estate Planning Council.
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.
The CLU® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.
Certified Divorce Financial Analyst® is a registered trademark owned by the Institute for Divorce Financial Analysts®.
Insights
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