Brad NeffBrad Neff, CRPC®Vice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
About Brad
Brad Neff is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
Brad works with individuals, families and business owners to provide comprehensive wealth management services including investment planning, retirement and education funding strategies, Social Security planning, and long-term care and life insurance considerations. As Chartered Retirement Planning CounselorSM professional, he takes a planning-based approach to develop tailored strategies that reflect each client's priorities and circumstances.
Brad joined J.P. Morgan in 2025 after nearly two decades in the financial services industry, including serving clients as a Portfolio Manager within the Portfolio Management Program at UBS. He graduated from Colorado State University with a B.B.A. in Finance and Real Estate.
Outside the office, Brad is actively involved in the Austin community. He volunteers with Meals on Wheels, serves as a youth mentor at Hill Elementary, and participates in various activities at his church. A long-time supporter of youth sports, he has coached baseball for more than a decade, including service as president of Northwest Pony League from 2011 to 2013 and his current role as board member and coach for his son's Northwest Little League and select baseball teams. He also served six years on the board of Generation Serve, including as treasurer.
A fifth-generation Austinite, Brad and his wife, Liz, have a daughter, Collins, and a son, Caleb.
Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Insights
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January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now
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January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read NowExpansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read NowWhat to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read NowHow to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read NowHow advances in artificial intelligence may change health care
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January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read NowWhen does it make sense for a trust to own your life insurance policy?
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December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read NowProviding for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now