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
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now