
Brad FineBrad Fine, CFP®Executive DirectorWealth Advisor
Awards and Industry Recognition

Forbes
About Brad
Brad Fine is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
As a co-founder of The Hamlin Fine Group, he delivers comprehensive wealth advisory strategies to high-net- worth individuals that help manage the totality of their capital.
The continuity of a twenty-five year relationship between Brad Fine and Brad Hamlin has resulted in the development of a deep and lasting relationship with their clients. The Hamlin Fine Group currently has three Financial Advisors, two Client Service Representatives and one full-time Investment Associate who work closely with each other.
Brad has delivered numerous customized wealth plans and investment strategies to clients, and whether his clients are accumulating or distributing their savings, they appreciate that his investment philosophy is conservative in nature. Brad has developed a process that seeks to meet long-term goals and provides his clients with the financial freedom that they desire and deserve. This process has delivered over 40 of their clients from the "accumulation" phase of life to the "retirement income" phase.
Brad is committed to his client's success and dedicated to being a most trusted member of their financial team, providing objective personalized service with a high level of integrity and attention. The Hamlin Fine Group specializes in working with savvy individuals and families that just don't have the necessary time to organize, plan and invest with the level of sophistication needed in today's market.
A Los Angeles native, Brad grew up in the San Fernando Valley. He received a degree in Economics from the University of Southern California in 1992 and has an M.S. in Taxation from Bentley University. In 1999, he received his CERTIFIED FINANCIAL PLANNER® accreditation.
Brad began his career in the financial world while still in college as an intern at Prudential Bache Securities. He spent nine years at UBS and was a Senior Portfolio Manager. In 2017, he moved to J.P. Morgan with his team to provide clients with the firm's wealth of products and services delivered within a boutique setting.
Brad is married and resides in Rolling Hills Estates, California, with his wife and three children. Active in his community, he currently sits on the board of the Culver City Police Foundation and is an exercise and martial arts enthusiast.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights

Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read Now
How The Market’s Inflation Fears are Running Ahead of Reality
May 8, 2026As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming.Read Now
Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting
May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read Now
How tech became everything to everyone
May 1, 2026From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore.Read Now
Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
What is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
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April 21, 2026Staying 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
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring 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
Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read Now
How The Market’s Inflation Fears are Running Ahead of Reality
May 8, 2026As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming.Read Now
Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting
May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read Now
How tech became everything to everyone
May 1, 2026From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore.Read Now
Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
What is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
3 ways to stay active while in retirement
April 21, 2026Staying 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
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring 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
