Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2025 • 2024
Top Wealth Management Teams Best-In-State
2025

About Kevin

Kevin Lynn is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.

Kevin is the founder of The Lynn Group and brings over 20+ years of capital markets experience to the table. With a deep institutional knowledge of fixed income securities, he is uniquely positioned to address the complex investment requirements of our clients.

Kevin's journey began at J.P. Morgan's Investment Bank in 2003, where he honed his skills in trading and structuring asset-backed securities. In 2011, he joined J.P. Morgan Private Bank's Solutions Trading Team, serving as a senior risk trader for the fixed-income trading desk and tasked with heading the securitized products business. Eager to put these skills to use for the benefit of high-net-worth individuals, Kevin later started an advisory practice to provide a prudent and measured approach to risk-taking while offering strategic investment opportunities. He wanted to marry his institutional knowledge with customized wealth planning services to be able to offer clients a strategic path to pursuing their financial goals.

A graduate of New York University's Stern School of Business, Kevin holds a B.S. with a concentration in Finance and International Business. He believes that a strong education serves as the cornerstone for success and as such, he volunteers as an ambassador for the Khan Foundation. This organization empowers lowincome students through college access programs, activity-based learning, leadership development opportunities and mentorship

Kevin and his wife live with their three young children in Newport Beach, CA. A former Brazilian Jiu-Jitsu competitor, he remains active through tennis and other outdoor activities with his family.

Insights

Family Legacy

Insight 6: Active cross-generational stakeholder alliance

August 11, 2025As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Markets

Are we seeing irrational exuberance in the market? We don’t think so

August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Family Legacy

Insight 7: Develop a capable and committed rising generation

August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
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