About Kyle

Kyle Briggs is a Vice President and Investment Associate at J.P. Morgan Wealth Management.

Within The McNamee White Group, Kyle focuses on managing client relationships and investing client portfolios, including asset allocation, trading, investment research and portfolio analysis. He also has specific experience with option trading strategies, concentrated stock management and Rule 10b5-1 plans for publicly-traded companies.

Prior to moving to J.P. Morgan Wealth Management with his team in 2023, Kyle was a Vice President and Investment Specialist at First Republic Investment Management, which he joined in 2020. Previously, he served as a Senior Private Wealth Relationship Manager at Merrill Lynch Private Wealth Management. Kyle has worked in investing and wealth management since 2012.

A graduate of the University of Southern California, Kyle earned his B.S. in Business Administration with a concentration in Corporate Finance. He holds the Chartered Financial Analyst® (CFA®) designation.

Eager to share his knowledge and time with others, Kyle teaches financial literacy through Financial Beginnings California. He is also a member of the BEST Friends Board for LA's BEST, an after-school enrichment program for children.

Outlook

December 2024 jobs report: 256,000 jobs added, a strong finish to the year

January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Retirement

Making the transition to retirement

January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Investing

Selling stock under a 10b5-1 plan

January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now