Brian BrociousBrian Brocious, AIF®
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
2024 • 2023 • 2022
Top Wealth Management Teams Best-In-State
2025 • 2024 • 2023
Top Wealth Advisors Best-In State
2025 • 2024 • 2023 • 2022
Top Next-Gen Wealth Advisors
2021
Top Next-Gen Wealth Advisors Best-In-State
2024 • 2023 • 2022

Barron's

Top 250 Private Wealth Management Teams
2024

About Brian

Brian Brocious is an Executive Director, Wealth Partner, and Portfolio Manager1 with J.P. Morgan Wealth Management.

A partner in the OCB Group, Brian provides customized and comprehensive financial planning and investment advice to a select group of high-net-worth individuals and families. He has a specialty focus on tax-aware lending and investment strategies designed to more effectively compound wealth over time while reducing risk through diversification. Brian also serves on the OCB Group's Investment Committee, helping shape the team's market view and 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 graduated from the University of Pennsylvania, with a B.A. in Economics and a minor in History. He began his nearly 20-year career in financial services 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 securities licenses and the AIF® certification.

A San Francisco Bay Area native, Brian grew up in Danville and currently lives in Walnut Creek with his wife and two children. In his spare time, he enjoys reading, traveling, scuba diving and spending time with family and friends. As a former world champion professional video game player, Brian still enjoys casual gaming.

Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.

1The J.P. Morgan Wealth Management Portfolio Manager Program. All Wealth Advisors and Wealth Partners who apply for the Portfolio Manager designation undergo rigorous screening by one of the most experienced due diligence teams in the industry. To remain in the program, Portfolio Managers must continue to meet stringent criteria regarding their organizational structure, investment process and performance.

Insights

Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Outlook

What April’s solid jobs report means for the stock market and interest rates

May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.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.