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

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.

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.

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

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
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