John F Schork

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1998 → 08/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bellevue, WA
• 09/2014 → 08/2020
  Bank Of America, N.A.
  Bellevue, WA
• 08/2020 → 10/2023
  First Republic Securities Company Llc
  Bellevue, WA
• 08/2020 → Present
  First Republic Investment Management, Inc.
  Bellevue, WA
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Bellevue, WA
• 10/2023 → Present
  Jp Morgan Chase Bank, N.A.
  Bellevue, WA

Previous Registrations

• 2020-08-11 → 2025-03-21
  J.P. Morgan Private Wealth Advisors Llc
  Bellevue, WA
  Bellevue, WA
• 1998-12-08 → 2020-09-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Coronado, CA
  Coronado, CA
  Peoria, AZ
  Bellevue, WA
  Bellevue, WA
  Coronado, CA

Other Businesses

JOHN SCHORK NOVELS, SAMMAMISH, WASHINGTON 98074 - INVESTMENT RLT'D - NO, HRS DEVOTED TO ACTIVITY - 20, HRS DURING TRADING - 0, DATE ACTIVITY BEGAN 05/02/13, POSITION - OWNER; COMMERCIAL WRITING. FAMILY BUSINESS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-07-15
• S66 Uniform Combined State Law Examination
  1998-11-29

Designations

• Certified Financial Planner

Other Names

• John F Schork
• John Forrest Schork