Brian TurnerBrian Turner
Managing Director
Wealth Advisor

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In State
2024 • 2023 • 2022 • 2021
Top Next-Gen Wealth Advisors Best-In-State
2019
Top Next-Gen Wealth Advisors
2018 • 2017

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

Outlook

5 actions investors can take now

June 14, 2024This week’s macro mania gave us confidence in our Mid-Year Outlook. Investors can respond with a diversified portfolio.Read Now
Outlook

May 2024 CPI report: Inflation may be moderating

June 13, 2024The May 2024 Consumer Price Index report showed that prices continued to moderate from pandemic-era growth, easing worries that inflation might reignite in 2024. Learn more here.Read Now
Outlook

June 2024 Fed meeting: Fed maintains current policy rate and sees only one rate cut in 2024

June 13, 2024The Federal Reserve left rates unchanged for the seventh consecutive meeting and now envisions only one rate cut in 2024. Read more about the implications of the Fed’s latest decision.Read Now
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