
Brian G. JenkinsBrian G. Jenkins, AIF®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
Barron's
About Brian
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.
Insights

Is it all one big AI trade?
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Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
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Insight 3: The culture shift from paternalism to partnership
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July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
What to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
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July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read Now
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July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
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July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now






