Brad HamlinBrad HamlinExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Brad
Brad Hamlin is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
A founding member of The Hamlin Fine Group, he delivers comprehensive financial 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 25-year relationship between Brad Hamlin and Brad Fine 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 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 profiles that he solves for.
Brad focuses on working with savvy individuals and families who 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. Brad is dedicated to being a trusted member of your financial team, delivering a high degree of personalized service, integrity and attention to detail.
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. Prior to joining J.P. Morgan as an Executive Director, he served as a Senior Vice President and Senior Portfolio Manager at both Morgan Stanley and UBS.
Brad, his wife, Courtney, and 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.
Insights
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January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read NowFour beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read NowHow to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read NowWhen does it make sense for a trust to own your life insurance policy?
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December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read NowHow to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read NowProviding for your loved ones during your lifetime
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December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read NowData returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read Now