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
Outlook
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowRetirement
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowInvesting
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowMarkets
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January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowRetirement
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInvesting
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
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