Brad ThompsonBrad Thompson, AIF®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
National Association of Plan Advisors (NAPA)
About Brad
Brad Thompson is a Managing Director, Wealth Partner and Portfolio Manager at J.P. Morgan Wealth Management.
Brad is the lead manager of The MTN Group’s endowments and foundations practice and co-leads the Group’s alternative investments activities. He also serves as the Group’s managing partner, using a teamof-teams approach that MTN has honed for a decade. Brad has been a Portfolio Manager in the J.P. Morgan Wealth Management Portfolio Manager Program since 2009 and is a voting member of The MTN Group Investment Committee. Brad is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
Brad began his investment career in 1996 in client-facing and management roles at American Express Company before joining Merrill Lynch in 2005. While at Merrill, he developed customized fixed-income management strategies for the Qualified Intermediary Industry and cofounded The MTN Group. The Group has been named a Top DC Advisor team in 2020, 2021, 2022, 2024 and 2025 by the National Association of Plan Advisors (NAPA).1 Brad sits on the Wealth Partners’ Advisory Council, working directly with senior leadership of J.P. Morgan Wealth Management.
Brad earned a B.A. from the University of Texas at Austin with a concentration in Government, History and Latin American Studies and is an alumnus of Southern Methodist University’s Southwestern Graduate School of Banking. Brad is an Accredited Investment Fiduciary® (AIF®). He also sits on the Wealth Partners’ Advisory Council, working directly with senior leadership of J.P. Morgan Wealth Management.
Brad is a loving husband and father of four children. His commitment to family extends seamlessly into his relationships with clients and colleagues.
1National Association of Plan Advisors (NAPA) Top DC Advisor Teams (3/20/25, data as of 12/31/24); (3/19/24, data as of 12/31/ 23); (3/22/22, data as of 12/31/21); (3/15/21, data as of 12/31/20). The NAPA Top DC Advisor Team list highlights the nation's leading retirement plan advisor firms. The list focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
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.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
Values-Based Modern Advisory & Asset Management for a Complex Industry
The MTN Group builds long-lasting client relationships with healthcare providers and organizations by providing world-class service, advice, and execution on a variety of significant financial and non-financial matters. With decades of combined experience serving medical professionals and institutions, the MTN Group has the unique ability to serve healthcare clients with the personal attention of a small boutique and the strength and resources of J.P. Morgan
- For-Profit & Not-for-Profit Hospitals
- Hospital Outpatient Departments
- Regional Hospitals
- Micro-Hospitals
- Independent Physician Associations
- Management Services Organizations
- Company Founders & Executives
- Physicians
- Endowments & Foundations
- Restricted & Control Stock Services
- Concentrated Position Management
- Liquidity Event Planning
- Trust and Estate Planning
- Stock Plan Administration
- Strategic Tax Management
- Corporate Retirement Plans Consulting
- Portfolio Management
- Alternative Investments
- Private/Personalized Banking & Lending
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