
Brian BrociousBrian Brocious, AIF®Executive DirectorWealth Partner
Awards and Industry Recognition






Forbes
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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

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Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
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Building up: How we see infrastructure investment expanding
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April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
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April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
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