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.

Outlook

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Retirement

Making the transition to retirement

January 13, 2025You 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
Investing

Selling stock under a 10b5-1 plan

January 10, 2025If 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