Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2025 • 2024
Top Wealth Management Teams Best-In-State
2026 • 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

Investing

What to do with your year-end bonus in a changing interest rate environment

January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now
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Wealth Planning

Four beneficiaries of wealth

January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
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Wealth Planning

How to include your grandchild in your financial plan

January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read Now
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