Brian KingBrian KingWealth Advisor
About Brian
Brian King is a Wealth Advisor with J.P. Morgan Wealth Management.
Brian advises professionals across the span of their careers, from wealth accumulators seeking goals-based planning strategies to business owners contemplating exit plans. Regardless of where clients are along their financial journey, he delivers the intellectual strength and award-winning research1 for which J.P. Morgan is known.
Brian serves as a sounding board and a one-stop shop for clients. His focus is on delivering a holistic approach, drawing upon more than a decade of experience in both the private bank and as a lending product specialist, to advise clients on both sides of their balance sheet. He assists them in navigating the breadth of J.P. Morgan's resources to develop a wealth management plan that positions them financially for the future.
Born and raised in Cleveland, Ohio—he is a die-hard hometown sports fan—Brian graduated from Ohio University with a B.B.A. in Finance. He migrated to Cincinnati to begin his financial services career and then moved to Chicago to join J.P. Morgan's private bank as a product partner. There, while supporting the Dallas-based team, he built solid relationships that prompted his pivot to a wealth advisor role.
Brian and his wife are parents of two young boys and are happy to be raising their family in the warm and welcoming environment of Frisco. He is developing his network and expanding J.P. Morgan's presence in the surrounding neighborhoods, where his Midwest values resonate with other like-minded individuals. In addition to family activities, he enjoys traveling and golfing.
One of Brian's core principles is to give back to his community. While in Chicago, he volunteered with First Tee, which sponsors youth golf programs in underserved areas, and is one of the family-first philanthropic initiatives he hopes to replicate in Frisco.
Insights
How did the markets respond to the U.S. Presidential debate?
September 13, 2024We examine shifts in U.S. election odds and financial markets after the first Trump–Harris meeting.Read Now
Business succession planning: Valuing your business
September 12, 2024Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
August 2024 CPI Report: Inflation cooled, edging closer to the Fed's target
September 12, 2024The August 2024 CPI report moderated to 2.5% year-over-year, cementing the likelihood that the Fed will begin cutting rates next week.Read Now
Retirement and estate planning for unmarried couples
September 12, 2024Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
Protecting estate plans from hostile family members may be advisable
September 11, 2024LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now
The duties of a trustee
September 11, 2024There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
August 2024 Jobs Report: 142,000 jobs added, an acceleration from July
September 9, 2024U.S. job growth accelerated in August, solidifying the case for a September interest rate cut from the Federal Reserve.Read Now
A tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read Now
Mind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read NowHow did the markets respond to the U.S. Presidential debate?
September 13, 2024We examine shifts in U.S. election odds and financial markets after the first Trump–Harris meeting.Read NowBusiness succession planning: Valuing your business
September 12, 2024Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read NowAugust 2024 CPI Report: Inflation cooled, edging closer to the Fed's target
September 12, 2024The August 2024 CPI report moderated to 2.5% year-over-year, cementing the likelihood that the Fed will begin cutting rates next week.Read NowRetirement and estate planning for unmarried couples
September 12, 2024Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowProtecting estate plans from hostile family members may be advisable
September 11, 2024LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read NowThe duties of a trustee
September 11, 2024There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowAugust 2024 Jobs Report: 142,000 jobs added, an acceleration from July
September 9, 2024U.S. job growth accelerated in August, solidifying the case for a September interest rate cut from the Federal Reserve.Read NowA tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read NowMind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now