Awards and Industry Recognition
Brian Jenkins is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Brian delivers financial advisory services to business owners, helping them create significant wealth and liquidity through ESOPs and other succession planning strategies. As a veteran advisor, he expands client relationships to serve their families by creating scenarios that address their investment, retirement and estate planning goals.
Brian is passionate about assisting entrepreneurs whose businesses began with a "kitchen table idea." He complements his efforts by marshaling a talented team of professionals to address each transaction, including business evaluation consultants, attorneys and lending specialists. He also taps J.P. Morgan's vast array of credit resources to structure wealth plans that help enhance his clients' entire financial situation.
In a career spanning more than three decades, Brian began working at Nortel Networks, introducing new technologies to business owners. The company's purchase of nine publicly traded companies prompted his move to mergers and acquisitions, where he developed an appreciation for how entrepreneurs build their businesses. Brian joined the ESOP team at Paine Webber (now UBS), leading him to partner with Michael Podkulski, and then moved as a team to J.P. Morgan in 2011.
A graduate of California Polytechnic State University, Brian earned a B.S. in Economics. He also completed an exchange-student program at the University of London and obtained an M.B.A. in Marketing at St. Mary's College of California.
Brian spent much of his childhood living with his family in Europe, where his father was an executive for an American corporation. He and his wife, Tamara, reside in Atlanta with their daughter, a student at James Madison University, and son, who is attending Auburn University. Committed to exploring the world and making it a better place, Brian and his family have traveled throughout Europe, Africa, and South America. In his free time, he actively participates in several local charitable organizations.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification. 1. The Forbesranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbesor SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results.
2. The Five Star Professional research team applies a vigorous research and evaluation process to identify service professionals who provide quality services to their clients. Professionals do not pay a fee to be considered or placed on the final list of Five Star award winners. Five Star Professional follows standard survey practices used by other professional research organizations. The research also includes a regulatory review to provide necessary checks and balances.