Brian BrociousBrian BrociousExecutive DirectorWealth Partner
Awards and Industry Recognition
Forbes
Forbes
About Brian
Brian Brocious is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management.
He provides customized and comprehensive financial planning and investment advice to a select group of high-net-worth 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
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 though diversification.
Brian's 16 year career in financial services began in 2006 at Hueter & Associates, a boutique finance and 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. Brian's 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.
1Awards or rankings are not indicative of future success or results. Published information is generally based exclusively on material prepared and/or submitted by the recognized recipient. To learn about selection criteria, contact the issuing third-party, non-affiliated organization(s).
Insights
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
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The Fed seems clear: Control inflation at the expense of growth
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Could inflation finally be peaking?
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For you, is it a "great resignation" or just a "great reset"?
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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 NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor 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 NowTax 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