Brian BrociousBrian Brocious
Executive Director
Wealth Partner

"I help clients with everything from sophisticated banking strategies and credit optimization to securities-based lending and residential mortgages."

Awards and Industry Recognition

Forbes

Best-In-State Wealth Advisors
2022

Forbes

Top Next-Gen Wealth Advisors
2021

About Brian

Brian Brocious is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management. A principal in The OS Group, Brian serves as a banking, credit, lending and mortgage specialist for the team. He helps clients with everything from sophisticated banking strategies and credit score optimization to securities-based lending and mortgages. He also serves on The OS Group's investment committee, helping build customized portfolios for clients. In 2022, Brian was honored by Forbes as one of the Best In-State Wealth Advisors for all of California. And in 2021, Brian was honored by Forbes as one of the Top Next-Gen Wealth Advisors nationwide.1

Brian manages and maintains an information management system and the team's client database. Initially an engineering major in college, Brian has an educational background that provides a unique perspective and insight for clients, many of whom are technology entrepreneurs and software engineers.

Brian began his financial services career in 2006 at Hueter & Associates, a boutique finance and consulting company. He transitioned to J.P. Morgan in his current capacity in 2011. Brian's foundation in finance, along with his straightforward and disciplined approach to working with clients, provided a natural progression into his current role in The OS Group. He holds FINRA Series 7 and 66 licenses.

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

Insights

Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing

Consumers are still spending, but what they’re buying is changing

May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
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(415) 772-3063brian.brocious@jpmorgan.com