
Kevin LynnKevin LynnManaging DirectorWealth Partner
Awards and Industry Recognition


Forbes
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

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Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
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5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
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