
Brian ChinnBrian Chinn, CFP®Managing DirectorWealth Partner
Awards and Industry Recognition

Forbes
About Brian
Brian Chinn is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Drawing on more than 25 years of experience, Brian builds lifetime relationships with high-net-worth clients, helping them evaluate their options and accomplish more with their wealth. Individuals and families look to him and his team for integrated financial planning, investing, banking and impeccable service. By serving as a single, reliable source of tailored advice and guidance, Brian provides clients with expanded time in their schedules for their personal and professional priorities. Clients, in turn, gain confidence, knowing their financial affairs are garnering the attention they deserve.
Brian has long believed that if you approach every decision with clients' best interests in mind, everything else will follow. He and his colleagues begin each relationship by listening attentively, taking the time to gain an accurate understanding of each client's circumstances before prescribing any action. Financial planning is a critical building block of their efforts, he notes, likening it to a thorough blueprint before building a home. Brian also emphasizes the team's acumen in tax-sensitive investing, helping clients retain more of their hard-earned wealth.
Brian joined J.P. Morgan Wealth Management in 2023 and has earned national recognition for his work. Previously, he was a Managing Director and Wealth Manager at First Republic Private Wealth Management, where he served for more than 14 years. His background also includes experience as a Financial Planning Consultant with Fidelity Investments in San Francisco. He has worked in wealth management since 1999.
A graduate of the University of Oregon, Brian earned his B.A. in Political Science and Government. Committed to professional excellence, he holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the CFP®Board of Standards, Inc. He is also a member of the San Francisco Financial Planning Association.
Originally from the Bay Area, Brian lives in Orinda with his wife and their two children. In his free time, he enjoys staying fit, cheering on his children's sports teams, reading the financial news and traveling with his family
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights

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March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
What to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
What to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
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March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read Now
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