Kevin FrycKevin FrycWealth 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
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read NowWealth Planning
Four beneficiaries of wealth
January 6, 2025Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family, charity, and the government.Read NowWealth Planning
Planning for separation or divorce
January 6, 2025Make sure to plan for all potential outcomes.Read NowRetirement
Understanding retirement: Adapting to today’s market realities
January 2, 2025J.P. Morgan Wealth Management hosted a webcast on recent market developments and what they mean for retirement portfolios. Investors: Here’s how you can stay ahead of the curve.Read NowRetirement
Retirement planning: Contribution limits for 2025
December 23, 2024The IRS released new limits for retirement contributions for 2025. How might this impact your plans? We break it down.Read NowWealth Planning
Communicating wishes when preparing for a death
December 23, 2024Communicate and plan properly to ensure that wishes are satisfied.Read NowWealth Planning
Providing for your loved ones during your lifetime
December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowMarkets
Will a shutdown tarnish a banner year for U.S. markets?
December 20, 2024History suggests there will be little impact, but could this time be different?Read NowOutlook
December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Nowslide 2 of 9
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