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.
Managing family wealth is often complex and requires more than just sound financial counsel. We can facilitate introductions to our family wealth specialists who offer the following services:
- Family Engagement & Governance with financial literacy programs and research-based models to help educate family members, and help guide interactions
- Family Philanthropy to initiate and/or elevate your giving and create meaningful change
- Family Lifestyle with introductions to professionals in cybersecurity, bill pay, healthcare management, private aviation, staffing, education and more
- Outsourced Family Office for support with the management of the family's financial and administrative needs
Insights
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
J.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read Now
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
How parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read Now
The U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read Now
Kevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read Now
How to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read NowThe value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowJ.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read NowHelping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowHow parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read NowThe U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read NowKevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read NowHow to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowOil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read Now