Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2026 • 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

Markets and Economy

Why are stocks at record highs with no Iran resolution?

April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
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Retirement

3 ways to stay active while in retirement

April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
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Wealth Planning

What is the wash sale rule?

April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
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