CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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.
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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PER ULTERIORI INFORMAZIONI sulla nostra azienda e sui nostri professionisti dell’investimento, fare referimento a FINRA Brokercheck
Per ulteriori informazioni sull’attività di investimento di J.P. Morgan, compresi i nostri conti, prodotti e servizi, nonché il nostro rapporto con i clienti, è possibile consultare il nostro Modulo di autocertificazione CRS di J.P. Morgan Securities LLC e la Guida ai servizi di investimento e ai prodotti per il brokeraggio.
JPMorgan Chase Bank, N.A. e le sue consociate (collettivamente “JPMCB”) offrono prodotti d’investimento che possono includere conti gestiti dalla banca e servizi di custodia, nell’ambito dei propri servizi fiduciari e di amministrazione. Altri prodotti e servizi d’investimento, come brokeraggio e consulenza, sono offerti tramite J.P. Morgan Securities LLC (“JPMS”), membro di FINRA e SIPC. I prodotti assicurativi vengono offerti tramite Chase Insurance Agency, Inc. (CIA), un’agenzia assicurativa autorizzata, che opera come Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS e CIA sono società affiliate sotto il controllo comune di JPMorgan Chase & Co. I prodotti non sono disponibili in tutti gli Stati. Si raccomanda di leggere le Avvertenze legali unitamente a queste pagine.
I PRODOTTI DI INVESTIMENTO E ASSICURAZIONE: • NON SONO ASSICURATI DALLA FDIC • NON SONO ASSICURATI DA NESSUNA AGENZIA DEL GOVERNO FEDERALE • NON RAPPRESENTANO UN DEPOSITO O UN ALTRO OBBLIGO DI, O GARANTITO DA, JPMORGAN CHASE BANK, N.A. O QUALSIASI DELLE SUE AFFILIATE • SONO SOGGETTI A RISCHI DI INVESTIMENTO, COMPRESA LA POSSIBILE PERDITA DEL CAPITALE INVESTITO
JPMorgan Chase Bank, N.A. offre prodotti di deposito bancario, come assegni, risparmi e prestiti bancari e servizi correlati. Membro della FDIC. Non costituisce un impegno ad erogare un prestito. Tutte le offerte di credito sono soggette all’approvazione del finanziamento.