Brad ThompsonBrad Thompson, AIF®
Managing Director
Wealth Partner

"We have spent 15 years designing our best version of the modern financial advisory practice. Our team structure and interdisciplinary approach to asset and wealth management, banking and client engagement continues to evolve to serve the needs of complex clients."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025 • 2024 • 2023

National Association of Plan Advisors (NAPA)

Top DC Advisor Teams
2025 • 2024 • 2022 • 2021 • 2020

About Brad

Brad Thompson is a Managing Director and Wealth Partner 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 team-of-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 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 co-founded 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 earned a B.A. from the University of Texas at Austin with a concentration in Government, History and Latin American Studies. He also is an alumnus of Southern Methodist University's Southwestern Graduate School of Banking. He is an Accredited Investment Fiduciary® (AIF®).

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.

The MTN Group – Specialists in Healthcare

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

Insights

Wealth Planning

“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors

September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
Business Planning

Business succession planning: Valuing your business

September 16, 2025Understand 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
Wealth Planning

6 strategies to consider before year-end

September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.