Brad HamlinBrad HamlinExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Brad
Brad Hamlin is an Executive Director, Wealth Advisor and Portfolio Manager at J.P. Morgan Wealth Management.
A founding member of The HFP Group, he delivers comprehensive wealth advisory strategies to high-net-worth individuals designed to better manage their capital and assist in solving for the wide range of complex financial challenges they face.
The continuity of a twenty-five year relationship between Brad Hamlin and Brad Fine has resulted in the development of a deep and lasting relationship with their clients. The HFP Group currently has three Wealth Advisors, two Client Service Representatives and one full-time Investment Associate who work closely with each other.
Brad Hamlin is committed to the success of his clients and has delivered, monitored and maintained holistic financial advisory strategies for his clients over his 28- year career. His investment philosophy is clear, concise and efficient. It is based on owning quality investments and is customized to meet the many different complex customer objectives that he solves for.
Brad focuses on working with savvy individuals and families that just don’t have the necessary time to organize, plan, invest, monitor and maintain strategies with the level of sophistication needed in today’s markets. He is dedicated to being a trusted member of your financial team, delivering a high degree of personalized service, integrity and attention to detail. Brad is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
Born in West Germany and raised in Portland, Oregon, Brad graduated from the Marshall School of Business at the University of Southern California in 1992. He began his career as an analyst with Bear Stearns. Brad served as a Senior Vice President and Senior Portfolio Manager at both Morgan Stanley and UBS before joining J.P. Morgan as an Executive Director.
Brad, his wife Courtney and their two children reside in Rolling Hills, California. Outside of work and family, you will most likely find Brad training, hiking trails, climbing mountains or, in general, enjoying the outdoors.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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