Jory Michael Sandusky

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

• 04/2015 → 06/2022
  U.S. Bank
  San Francisco, CA
• 10/2015 → 05/2019
  U.S. Bancorp Investments, Inc.
  San Francisco, CA
• 02/2023 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA
• 02/2023 → Present
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 07/2022 → 01/2023
  Unemployed
  San Francisco, CA

Previous Registrations

• 2018-06-19 → 2019-05-28
  U.S. Bancorp Investments, Inc.
  San Francisco, CA

Other Businesses

Entity Name: Purposeful Planning Institute Investment related: No "Address: 4600 S. Syracuse, 9th Floor, Denver, Colorado 80237 https://purposefulplanninginstitute.com/about-us/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Purposeful Planning Institute (PPI) is a nonprofit learning center for advisors and consultants and a platform for professional networking and collaboration. Our members include financial advisors, estate planning attorneys, trust officers, wealth managers, philanthropy consultants, and a host of other professionals and consultants serving legacy families and families in business. I was asked to join the finance committee which requires quarterly calls and reviewing performance." Effective 2/15/2023 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-02

Other Names

• Jory M Sandusky
• Jory Sandusky