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.

Insights

Economy

Is it a golden era for gold?

April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
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