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Biography
John Hoover is the Head of Investments for the Desert Southwest Region. In addition to working directly with clients, he oversees the activities of investment specialists who are responsible for discretionary and nondiscretionary investment management, as well as ensuring that Private Bank market perspectives and investment strategies are adapted to the specific needs of private clients.
To ensure superior service and coordination, John works closely with his clients, listening to their family responsibilities, plans for retirement and near-term and long-term goals. He makes personalized investment recommendations based on the core principles of understanding his clients’ investment objectives, recommending comprehensive investment strategies, managing their risk, and monitoring and rebalancing their portfolios. In addition, he involves other specialists on the J.P. Morgan team to provide comprehensive wealth management capabilities that help clients meet all of their financial goals.
John has 25 years of experience in meeting clients’ investment needs, as well as those of their business or profession. He joined the firm in 2006 as a Wealth Advisor, managing portfolios for high-net-worth individuals, families, endowments and foundations.
John is a Certified Public Accountant (CPA) licensed by the Arizona State Board of Accountancy and a member of the American Institute of Certified Public Accountants (AICPA). He is a Chartered Financial Analyst® (CFA®) charterholder and is a member of the CFA Institute and the Phoenix CFA Society. He also received his CERTIFIED FINANCIAL PLANNERTM (CFP®) designation from the College of Financial Planning in Denver, Colorado. John holds the FINRA Series 7, 9, 10, 24, 63 and 65 securities licenses.
John earned his Master of Business Administration from Arizona State University, and his Bachelor of Science in Accounting from Indiana University of Pennsylvania.
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