Brian BrociousBrian Brocious
Executive Director
Wealth Partner

"Brian has a specialty focus on tax-aware lending and investment strategies, designed to more effectively compound wealth over time while reducing overall risk though diversification."

Awards and Industry Recognition

Forbes

America’s Top Wealth Management Teams
2023 • 2022
Top Wealth Management Teams Best-In-State
2024 • 2023
Top Wealth Advisors Best-In State
2024 • 2023 • 2022
Top Next-Gen Wealth Advisors
2021
Top Next-Gen Wealth Advisors Best-In-State
2023 • 2022

About Brian

Brian Brocious is an Executive Director, Wealth Partner, and Portfolio Manager with J.P. Morgan Wealth Management.

A partner in the OCB Group, he provides customized and comprehensive financial planning and investment advice to a select group of high-net-worth individuals and families. Brian has a specialty focus on tax-aware lending and investment strategies designed to more effectively compound wealth over time while reducing overall risk through diversification. He also serves on the OCB Group's investment committee, helping build customized portfolios for clients. In addition to his investment-related responsibilities, Brian acts as a banking, credit, lending, and mortgage specialist for the team.

Brian's 18-year career in financial services began in 2006 at Hueter & Associates, a boutique financial consulting firm. He transitioned to J.P. Morgan in his current capacity in 2011. Initially an engineering major in college, Brian has an educational background that provides unique perspective and insight for his clients, many of whom are technology entrepreneurs and software engineers. His foundation in finance, along with his straightforward and disciplined approach to working with clients, provided a natural progression into his current role. He holds FINRA Series 7 and 66 licenses.

Brian graduated from the University of Pennsylvania, with a B.A. in Economics and a minor in History. He grew up in Danville, CA and currently lives in Walnut Creek, CA. In his spare time, he enjoys reading, traveling, scuba diving, playing poker, and spending time with family and friends. As a former world champion professional video game player, Brian still enjoys casual gaming.

Insights

Retirement

3 ways to stay active while in retirement

April 16, 2024Staying 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
Wealth Planning

Four mistakes with life insurance you don’t need (or want) to make

April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read Now
Outlook

Quick Shot: Geopolitical unrest: Assessing market implications

April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.