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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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JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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