Brian ButlerBrian ButlerInvestment Associate
About Brian
Brian Butler is an Investment Associate at J.P. Morgan Wealth Management.
As a member of The G Wealth Management Group, Brian provides execution and operational support for corporations, family offices and high-net-worth individuals. His responsibilities include executing trades, addressing inquiries and ad hoc requests. He has a reputation for managing day-to-day activities in a steady and experienced manner.
Brian graduated from Saint Joseph's University with a B.S. in both Marketing and Entrepreneurship & Family Business. With five years of experience in financial services, he began his career in 2019 at BNY Mellon|Pershing as a Client Service Associate. Brian joined J.P. Morgan in 2022 and is vital to the success of his group.
Brian holds FINRA SIE, Series 7 and 66 securities licenses and is seeking his CMT (Chartered Market Technician) designation.
A resident of Jersey City, Brian enjoys golfing, fishing and spending time with family and friends. He has a passion for all things food.
Insights
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
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Investing
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Business
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Retirement
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Investing
Insulate your investment strategy with a portfolio line of credit
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Wealth Planning
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Wealth Planning
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read NowOutlook
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 NowRetirement
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 NowInvesting
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 NowMarkets
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read NowBusiness
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowRetirement
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInvesting
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
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