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 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 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 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.
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
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March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
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March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read Now
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Stock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now
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March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowCommon financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowHow to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read NowFed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read NowIf oil backs off, risk reprices
March 20, 2026If oil flows eventually normalize, markets may reassess risk. We explore where gains could concentrate, why some regions may still feel a hangover and portfolio implications.Read NowStock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read NowWhen oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read NowWealth planning is a women’s issue
March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowWhat to know about tax-aware borrowing
March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now