Brian CiullaBrian CiullaClient Associate
About Brian
Brian Ciulla is a Client Associate with J.P. Morgan Wealth Management.
As a member of the Howe Team, Brian provides operational and execution support for high-net-worth individuals and families, institutional investors, and sophisticated clients. Brian's responsibilities include onboarding procedures, preparing financial documents, executing trades, and monitoring transactions. He has a reputation for managing day-to-day activities in a steady and experienced manner.
Brian graduated from Bentley University with a B.S. in Finance and Economics in 2021. With 3 years of experience in financial services, he began his career in 2020 at Cetera Advisors as a junior advisor where he acquired skills to carefully address individual clients' needs. He joined J.P. Morgan in 2021 and has been a valued member of the team.
He holds FINRA Series 7 and 66 securities licenses.
Brian lives in Stoneham, MA. Outside of work, Brian enjoys the outdoors, stays active by running and playing flag football and men's softball, and cheers on the Patriots and Red Sox.
Insights
Family Legacy
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Wealth Planning
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Business Planning
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May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowWealth Planning
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowOutlook
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowCybersecurity
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowRetirement
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May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read NowWealth Planning
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April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowMarkets
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowBusiness Planning
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
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