Jory SanduskyJory Sandusky, CPWA®Wealth Advisor
About Jory
Jory Sandusky is a Wealth Advisor at J.P. Morgan Wealth Management.
As a founding member of The SD Group, Jory delivers comprehensive wealth management services to individuals and families, serving as their trusted advisor. He understands that wealth is more than money and believes we must address both human and fiscal needs to sustain and grow wealth. By implementing goals based planning, custom portfolio design, trust and estate planning, family dynamics coaching, banking and credit solutions and more, he weaves an outsourced family office-style approach. He focuses on helping clients align their values with their vision for the future, fostering financial literacy and increasing trust and communication between generations.
Jory began his professional journey in commercial aviation, overseeing key onboard operations in Chicago, London, San Francisco and Los Angeles. The projects he led spanned the globe and were always customer centric. In the wake of the Great Recession, he felt called to help bring calm and holistic care to the financial services industry after watching as his parents were ignored by their advisor during that stressful economic chapter. Thus, Jory joined Morgan Stanley in 2010. He was later recruited to US Bank's multi-family office, Ascent, in 2015, to lead the California operation, serving centimillionaire and billionaire client families. He joined J.P. Morgan in 2023 for the opportunity to bring his family office perspectives and tools to clients at varied wealth levels who will benefit from his differentiated background.
A graduate of California State University Long Beach, Jory earned a B.S. in Finance, Real Estate and Law. He also holds the Certified Private Wealth Advisor®(CPWA®) designation from the Investments and Wealth Institute after studying at the Yale School of Management. He holds the FINRA Series 7 and 66 securities licenses.
Jory grew up in the Bay Area, and he and his husband live in San Francisco, not far from family. In his free time, he enjoys yoga, being outdoors, attending local theatre, the San Francisco Symphony and exploring the wine country. Jory also supports efforts in LGBTQ+ entrepreneurship.
LGBTQ+ individuals face some unique challenges
Workplace LGBTQ+ individuals continue to face discrimination in the workplace1
Cost of living LGBTQ+ individuals tend to live in places with a higher cost of living1
Estate Planning LGBTQ+ investors are less likely to use wills and estate planning techniques2
Long-term care LGBTQ+ individuals report more stress related to aging and long-term care3
1 Forbes, "5 Ways LGBTQ+ Financial Planning Is Different," June 2019.
2 The Motley Fool, LGBTQ Money Study, 2022 (https://www.fool.com/research/lgbtq-money-study/)
3 Forbes, "Study Shows LGBT Community Overcoming Challenges To Build Wealth Faster," May 2022.
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