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
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 and Wealth Partner with J.P. Morgan Wealth Management.

Brian provides customized and comprehensive financial planning and investment advice to a select group of high-net-worth clients.

A partner in the OS Group, Brian serves as a banking, credit, lending and mortgage specialist for the team. He also serves on the OS Group's investment committee, helping build customized portfolios for clients. Additionally, 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.

Brian's 16-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 a 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.

Brian grew up in Danville, California and graduated from the University of Pennsylvania with a B.A. in Economics and a minor in History. 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

Banking

Managing cash: Make sure your assets are well protected

January 9, 2024Today, choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
Wealth Planning

Trusts: 3 myths and the real story behind them  

January 9, 2024Make sure you know the score before you set up a trust.Read Now
Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
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