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 strategies 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 now live in the Hollywood Hills in Los Angeles. In his free time, he enjoys yoga, being outdoors, global travel and is very plugged into the performing arts scene of Los Angeles. 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
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