
Brian TurnerBrian TurnerManaging DirectorWealth Advisor
Awards and Industry Recognition

Forbes
About Brian
Brian Turner is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.
He takes a comprehensive, family office approach to serve high- and ultra-high-net-worth families and individuals, corporate executives and entrepreneurs, many of whom are in the entertainment industry.
Brian helps his clients define their goals and objectives, and constructs tailored portfolios that emphasize asset protection and long-term growth. Rather than relying upon off-the-shelf models, he utilizes J.P. Morgan's extensive research capabilities to create individualized strategies specific for each client based on their needs. Brian assists clients with appropriate trust and estate capabilities, concierge banking, philanthropy, mortgages, business and credit services through the world-class array of products, services and subject matter experts available at J.P. Morgan.
He believes that an advisor's value is based on trust and transparency and ensures that his clients have a thorough understanding of the vehicles in which they are invested and the rationale behind their allocations.
Prior to joining J.P. Morgan in 2015, Brian was a Vice President at Barclays where he created customized portfolios for high-net-worth clients. Previously, he worked as an Analyst at Neuberger Berman conducting research on a wide range of investment vehicles for portfolio implementation. Brian also holds the Chartered Alternative Investment AnalystSM (CAIASM) designation.
Brian graduated from the University of Vermont, earning a B.S. in Business Finance. He lives in Charlestown, MA with his wife, children and yellow lab. To relax, he enjoys spending time in Vermont as well as skiing and running marathons.
CAIASM and Chartered Alternative Investment AnalystSM are service marks owned by CAIA Association®.
Insights

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May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
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May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
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