About Brian

Brian Witkowski is an Investment Associate with J.P. Morgan Wealth Management.

As an integral member of The Lynn Group, Brian provides customer service and operational support for ultra-high-net-worth individuals and institutional clients. Brian's responsibilities include executing trades, monitoring transactions and preparing financial reports. He has a reputation for managing day-to-day activities in a steady and experienced manner.

Brian graduated from Stony Brook University with a Bachelor's in Economics. With more than a decade of experience in financial services, he began his career in 2009 at the North Shore Financial Group as an investment advisor. Brian moved to J.P Morgan in 2011, where he developed skills to carefully address individual clients' needs. He holds FINRA Series 7 and 63 securities licenses.

Brian is a CFA CharterholderTM and member of the CFA Institute. He is an outdoors enthusiast and avid golfer and skier.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.



U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(949) 467-3918Brian.t.witkowski@jpmorgan.com