
Kevin LynnKevin LynnManaging DirectorWealth Partner
About Kevin
Kevin Lynn is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
As the founder of The Lynn Group, he leverages his deep institutional knowledge with securitized products and fixed income strategies to serve the complex investment requirements of ultra-high-net-worth individuals.
Kevin and his team provide an institutional level of care that is not commonly found among retail advisors. His major focus in all strategies is to quantify and mitigate risk to help clients achieve their financial goals in a disciplined manner.
Kevin has a reputation for keeping his thumb on the pulse of the market and providing tailored wealth strategies for his clients. These strategies include estate planning, tax minimization, wealth diversification, opportunistic investing and customized lending facilities. The Lynn Group prides itself on practicing a "client-first" approach to every decision-making process and in doing so, have been able to serve successful individuals and families both domestically and internationally.
With over 18 years of capital markets experience, Kevin was hired directly out of college by J.P. Morgan's Investment Bank, where he gained exposure to the complex world of asset-backed securities. While there, he was involved in everything from loan diligence, structuring and deal underwriting to hedging and secondary trading.
In 2005, Kevin was tapped for a small team to facilitate J.P. Morgan's entry into the conduit mortgage business, taking principal risk and structuring it into a securitized form for trading. In 2011, he joined J.P. Morgan Private Bank's Solutions Trading Team where he acted as a senior risk trader for the fixed income trading desk and was tasked with building and heading the securitized products business.
Eager to put these skills to use for the benefit of high-net-worth individuals, Kevin started an advisory practice to provide a prudent and measured approach to risk while offering strategic investment opportunities. By marrying his institutional knowledge with customized wealth planning services, he is able to offer clients a unique and strategic path to achieving their financial goals.
A graduate of New York University 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, an organization that empowers low-income students through college access programs, activity-based learning, leadership development opportunities and mentorship.
Kevin and his wife live in Newport Beach, CA, with their three young children. A former Brazilian Jiu-Jitsu competitor, he remains active through tennis and other outdoor activities with his family.
Insights

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
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
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
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now