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
Family Legacy
Family governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read Now
Wealth Planning
New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read Now
Retirement
Making the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Retirement
Should I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Markets and Economy
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now
Wealth Planning
How you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read Now
Wealth Planning
How to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
Family Legacy
New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
Investing
Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowFamily Legacy
Family governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowWealth Planning
New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowRetirement
Making the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowRetirement
Should I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowMarkets and Economy
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read NowWealth Planning
How you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read NowWealth Planning
How to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read NowFamily Legacy
New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowInvesting
Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
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