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

Providing for children with special needs

January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
Wealth 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 Now
Wealth Planning

Planning for separation or divorce

January 6, 2025Make sure to plan for all potential outcomes.Read Now
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