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 with 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 Groups 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 (03/20/25, data as of 12/31/24); (03/19/24, data as of 12/31/23); (03/16/23, data as of 12/31/22); (03/22/22, data as of 12/31/21); (03/15/21, data as of 12/31/20). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: jpmorgan.com/award-disclosures

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

Markets

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AI scams, deep fakes, impersonations … oh my!

July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Wealth Planning

Think before you move: How to think about redomiciling

July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
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