Brian BrociousBrian Brocious, AIF®Managing DirectorWealth Partner
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About Brian
Brian Brocious is a Managing Director, Wealth Partner and Portfolio Manager at J.P. Morgan Wealth Management.
A partner in the OCB Group, Brian provides customized and comprehensive wealth planning and investment advice to a select group of high-net-worth individuals and families. He has a specialty focus on tax-aware lending and investment strategies designed to more effectively compound wealth over time while reducing risk through diversification. Brian also serves on the OCB Group's Investment Committee, helping shape the team's market view and build customized portfolios for clients. He is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies. In addition to his investment-related responsibilities, Brian acts as a banking, credit, lending and mortgage specialist for the team.
Brian graduated from the University of Pennsylvania with a B.A. in economics and a minor in history. He began his 20-year career in financial services 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 unique perspective and insight for his clients, many of whom are technology entrepreneurs and engineers. His foundation in finance, along with his straightforward and disciplined approach to working with clients, provided a natural progression into his current role. He holds FINRA Series 7 and 66 securities licenses, as well as the Accredited Investment Fiduciary® designation.
A San Francisco Bay Area native, Brian grew up in Danville and currently lives in Lafayette with his wife and two children. In his spare time, he enjoys reading, traveling, scuba diving, and spending time with family and friends. As a former world champion professional video game player, Brian still enjoys casual gaming.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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