Brandon CoxBrandon CoxAssociateSenior Client Associate
About Brandon
Brandon Cox is an Associate and Senior Client Associate at J.P. Morgan Wealth Management.
As a member of The Tipp Bruno Team, Brandon provides high-touch service to an accomplished clientele, helping them simplify their financial affairs and resolve the complexities of substantial wealth. Within the team, Brandon is responsible for new-account onboarding, providing clients with ease and convenience in opening their accounts and reducing the administrative burdens that wealth can pose. He also oversees special projects that require research and analysis, seeing client initiatives to a satisfying conclusion. Clients look to Brandon as an outstanding communicator who keeps them closely apprised of the status of their requests. Brandon, in turn, prides himself on his professionalism and committed work ethic, contributing to the team's high-performing culture.
Brandon joined J.P. Morgan Wealth Management in 2023, moving with his team. Earlier, he was a Client Service Associate with First Republic Private Wealth Management, which he joined in 2020. He earned his B.S. in Business Administration and Management with a concentration in Finance from San Francisco State University. Brandon holds FINRA Series 7 and 66 securities licenses.
Family oriented, Brandon enjoys deep relationships with his family members and friends. In his free hours, he likes to stay fit through a variety of activities, including weightlifting, running, indoor rock climbing, martial arts and boxing. A movie enthusiast, he has a long list of films—new and old—that he looks forward to viewing, when time allows.
Past, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read Now
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Planning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
Custodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now
A loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
What will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
We need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Your house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowPast, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now