
Jory SanduskyJory Sandusky, CPWA®, AIF®Wealth Advisor
About Jory
Jory Sandusky is a Wealth Advisor at J.P. Morgan Wealth Management.
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 it's imperative to address both human and fiscal needs across their financial lives to transform their success into meaningful legacies. 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.
Jory's focus is on helping business owners, tech leaders, entrepreneurs and members of the LGBTQ+ community align their values with their vision for the future. He fosters financial literacy to increase trust and communication between multiple generations of a family.
Jory began his professional journey in commercial aviation, overseeing onboard operations in Chicago, London, San Francisco and Los Angeles. 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, where he was able to put his Finance degree to better use.
Later recruited to U.S. Bank's multi-family office, Ascent, in 2015, Jory led the California operation, serving centimillionaire and billionaire client families. He moved to J.P. Morgan in 2023 for the opportunity to bring his family office perspectives and tools to clients at varied wealth levels who could 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. Additionally, he holds the designation of an Accredited Investment Fiduciary® (AIF®) and 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.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights

How AI can boost productivity and jump start growth
September 4, 2025Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Financial checklist: How to talk to your advisor
August 28, 2025Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read Now
Should new tax rules change how – and when – you donate?
August 28, 2025Passage of the new tax law may change how – and when – you make charitable donations this year and beyond. Here’s how to give effectively while maximizing your impact in this new environment.Read Now
Fall in focus: 5 things investors should watch
August 28, 2025From inflation and the Fed to the AI super-cycle, what’s on the radar as summer comes to a close?Read Now
The importance of business cash management
August 28, 2025Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read Now
Beyond bonds: How to protect against inflation-led shocks
August 22, 2025Bonds won’t always cushion equity drawdowns, especially if they’re inflation-led. Here are three other strategies to consider.Read Now
Women in philanthropy: A transformative force in light of the Great Wealth Transfer
August 22, 2025The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read Now
Thinking about selling or transitioning your business? Here’s what you need to know
August 22, 2025It’s never too early to start thinking about the future of your business. Read about some key considerations for business transition planning.Read Now
Insight 8: Work together to build a better world
August 22, 2025Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
How AI can boost productivity and jump start growth
September 4, 2025Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Financial checklist: How to talk to your advisor
August 28, 2025Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read Now
Should new tax rules change how – and when – you donate?
August 28, 2025Passage of the new tax law may change how – and when – you make charitable donations this year and beyond. Here’s how to give effectively while maximizing your impact in this new environment.Read Now
Fall in focus: 5 things investors should watch
August 28, 2025From inflation and the Fed to the AI super-cycle, what’s on the radar as summer comes to a close?Read Now
The importance of business cash management
August 28, 2025Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read Now
Beyond bonds: How to protect against inflation-led shocks
August 22, 2025Bonds won’t always cushion equity drawdowns, especially if they’re inflation-led. Here are three other strategies to consider.Read Now
Women in philanthropy: A transformative force in light of the Great Wealth Transfer
August 22, 2025The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read Now
Thinking about selling or transitioning your business? Here’s what you need to know
August 22, 2025It’s never too early to start thinking about the future of your business. Read about some key considerations for business transition planning.Read Now
Insight 8: Work together to build a better world
August 22, 2025Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now