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
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

Investing

Digesting the Fed’s ‘pause’

June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Investing

Eye on the Market: Letters to the Editor

June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
Investing

May jobs report: Labor market continues to be strong

June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
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