Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2023 • 2022 • 2021 • 2018

Barron's

Top 1200 Financial Advisors
2024 • 2023 • 2022 • 2021 • 2020 • 2019 • 2018

About Sam

Sam Schoner is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

Drawing on more than three decades of experience, Sam Schoner provides tailored wealth management advice, strategy and implementation to high-networth individuals and families. He appreciates the distinctive needs and interests of an accomplished clientele, offering the one-on-one attention and intensive customization that substantial wealth can require.

Clients look to Sam and his team as a single source for investing, planning, banking and lending. These offerings are grounded in an attentive service model that prioritizes client ease and convenience. Many of Sam's relationships have extended across generations of families, allowing him to support clients at varied stages in pursuing their goals and aspirations.

Sam joined J.P. Morgan Wealth Management in 2023. Previously, he was a Senior Managing Director and Wealth Manager at First Republic Private Wealth Management, where he served for more than 21 years. His experience also includes tenures as Vice President of Merrill Lynch's Private Client Group and Vice President of the Capital Markets Group at Union Bank of California.

Sam earned his B.S. in Finance from California State University, Chico.

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