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John Forrest Schork

CFP®
BELLEVUE, WA
·CRD# 3119476·28 years registered

Professional Summary

John Forrest Schork, CFP®, who also goes by John Forrest Schork, John F Schork, was a registered financial advisor. John was registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. John had worked at 5 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

John Forrest Schork, John F Schork

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial Planner

Years of Experience

28 years registered in the securities industry

Current & Past Employments

Current

Unknown FirmCurrent·
800 Bellevue Way Ne Suite 500, Bellevue, WA 98004
October 29, 2026 - Present

Past

J.P. MORGAN SECURITIES LLCPast·CRD# 79
RIA
Bellevue, WA
November 20, 2023 - October 18, 2026
J.P. MORGAN SECURITIES LLCPast·CRD# 79
BD
Bellevue, WA
September 29, 2023 - October 18, 2026
J.P. MORGAN PRIVATE WEALTH ADVISORS LLCPast·CRD# 108559
RIA
Bellevue, WA
August 11, 2020 - March 21, 2025
FIRST REPUBLIC SECURITIES COMPANY, LLCPast·CRD# 105108
BD
Bellevue, WA
August 11, 2020 - September 29, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
RIA
Bellevue, WA
December 8, 1998 - September 4, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
BD
Bellevue, WA
October 27, 1998 - September 4, 2020

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Current Firm

No current employment

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(10/29/2026)
IAR
Washington
(10/29/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2004About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed Nov 1998About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 1998About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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