Broker Check
John-Patrick (J.P.) Sollock

John-Patrick (J.P.) Sollock

Financial Advisor

J.P. Sollock joined Charter Financial Group team in 2017.  Having earned his Bachelor of Arts in Economics at the University of Maryland, J.P. got into the finance industry allowing him to pursue what he enjoys most, helping people achieve their financial goals. 

J.P. helps individuals and businesses navigate the various aspects and complexities of financial planning, wealth management, and wealth transfer, all which constitute his areas of expertise. He works with his clients to develop a holistic plan with short- and long-term goals while explaining the benefits and drawbacks related to various types of investments. 

J.P. grew up the son of a career Naval Officer and was brought up in a bicultural family.  Having exposure to people of various backgrounds and languages, he brings a broad perspective to help clients achieve their unique financial goals.  He understands first hand, that financial planning may be driven by unique personal and cultural perspectives.  These experiences have earned J.P. the respect and trust of his clients, as well as allowed him to develop and maintain solid personal and professional relationships with them.

J.P. is a native Marylander who grew up in Bethesda before moving to Annapolis with his wife in 2009.  He and his wife have a daughter and a son with whom he enjoys being on the water, snow skiing, or engaging in other outdoor activities.  J.P. is an active member of St. Mary’s Church in Annapolis, as well as the Parent Association of St. Mary’s Elementary school, where his daughter is enrolled as a student.  He is a member of the Hispanic Chamber of Commerce and other organizations to which he contributes his time in various capacities.  He is also a member of Mensa and participates in the Maryland chapter of Mensa International.