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. 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
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
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
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
The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.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 NowConsumers 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 NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read NowCan equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now