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.
Insights
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June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
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