Sam SchonerSam SchonerManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
Barron's
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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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 Now
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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 NowHow to title your assets
November 13, 2025Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read NowPlanning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read Now