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
2024 • 2023

About Brad

Brad Thompson is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.

Brad directs The MTN Group's alternative investment activities and is the lead manager of The MTN MultiAsset, Endowment and ERISA Retirement strategies. He has been a Portfolio Manager in the J.P. Morgan Wealth Management Portfolio Manager Program2 since 2009 and is a voting member of the MTN Group Investment Committee.

Brad began his investment career in 1996 in clientfacing and management roles at American Express Company before joining Merrill Lynch in 2005. During his tenure there, he developed customized fixed-income management strategies for the Qualified Intermediary Industry.

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.

AIF: 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.

Insights

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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