Brian TurnerBrian TurnerManaging DirectorWealth Advisor
LinkedInAwards 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
Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now
2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Making dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now
100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now