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.

Insights

Investing

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(949) 467-3918Brian.t.witkowski@jpmorgan.com