Kevin FrycKevin Fryc
Wealth Advisor Associate

About Kevin

Kevin Fryc is a Wealth Advisor Associate covering the West Coast and Mountain Regions for J.P. Morgan Wealth Management's Wealth Planning & Advice team.

Kevin joined J.P. Morgan Wealth Management in 2023, following its acquisition of First Republic. Previously, he was a Financial Planner at First Republic Private Wealth Management since 2022.

Kevin developed his career in accounting and tax as a Tax Manager for Ernst & Young, LLP in their Private Client Services Tax Group, providing individual, trust, estate, and gift tax advice to high-net-worth clients.

Kevin earned his B.S. in Accounting & Finance from the University of Maryland, College Park. He is a licensed Certified Public Accountant in California and Maryland.

Insights

Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
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