Dominic BrunoDominic Bruno, CFA®Wealth Advisor
Awards and Industry Recognition
Forbes
About Dominic
Dominic Bruno is a Wealth Advisor at J.P. Morgan Wealth Management.
As a partner with The Tipp Bruno Team, Dominic works closely with clients who have attained significant wealth, helping them discern what they want to accomplish in their lives and advancing those goals with greater purpose and coordination. Analytically skilled, he holds one of the most esteemed investment credentials in the industry, the Chartered Financial Analyst® designation. Dominic grounds his knowledge in an ability to build genuine relationships with clients and their family members—appreciating their priorities and following through on their intentions. He relates well to multiple generations of client families, helping people build and preserve enduring wealth.
Clients following varied paths seek Dominic's assistance. Many are real estate investors, private equity principals, senior executives and entrepreneurs. To each of these relationships, Dominic offers a highly customized approach that engages with each client's priorities. Mindful of the distinctive circumstances of each client, he offers a tax-sensitive perspective to investing, planning, wealth transfer and philanthropy, helping clients capitalize on the opportunities at their disposal. An avid student of the markets, Dominic helps to oversee the team's proprietary investment program. He also contributes to trading execution and team management, resulting in a high-quality client experience.
Dominic has worked in banking and wealth management since 2016. Prior to moving to J.P. Morgan Wealth Management with his team, he spent seven years with First Republic, most recently as an Associate Wealth Manager with First Republic Private Wealth Management. Earlier in his tenure, he was a Loan Specialist with First Republic Bank. Throughout his career, Dominic has focused on the wealth management and investment needs of high-net-worth and ultra-highnet-worth clients. A graduate of Chapman University, he earned his B.S. in Business Administration with an emphasis in Finance.
A resident of La Jolla, Dominic loves spending time with his wife, Jessie. They enjoy walking by the ocean, visiting their local farmers' market and doting on their Persian cat, Kevin. In his free hours, Dominic also enjoys surfing, snowboarding and golf.
Insights
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowYou’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowWhat April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowAI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowThe first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now