We no longer support this browser. Using a supported browser will provide a better experience.

Please update your browser.

Close browser message
Brian Turner
I believe that an advisor’s value is based on trust and transparency.

Brian Turner

Managing Director

Brian Turner



50 Rowes Wharf, 4F
Boston, MA 02110

About Brian

Brian Turner is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management. He takes a comprehensive, family office approach to serving high- and ultra-high-net-worth families and individuals, corporate executives and entrepreneurs, many of whom are in the entertainment industry.

Brian helps his clients define their goals and objectives, and constructs tailored portfolios that emphasize asset protection and long-term growth. He utilizes J.P. Morgan’s extensive research capabilities to create individualized strategies specific for each client based on their actual needs, rather than utilize off-the-shelf models. The world-class array of products, services and subject matter experts available at J.P. Morgan enables him to assist clients with appropriate trust and estate capabilities, concierge banking, philanthropy, mortgages, business and credit services.

Brian believes that an advisor’s value is based on trust and transparency. As investments are chosen based on a client’s objectives and tolerance for risk, he is committed to ensuring that his clients have a thorough understanding of the strategies and vehicles in which they are invested, and the rationale behind their allocations. Brian was recognized by Forbes as a Best-In-State Wealth Advisor in 2021 and one of America’s Top Next-Gen Wealth Advisors in 2017 and 2018.1

Prior to joining J.P. Morgan in 2015, Brian was a Vice President at Barclays, where he created customized portfolios for high-net-worth clients. Previous to Barclays, he worked as an Analyst at Neuberger Berman conducting research on a wide range of investment vehicles for portfolio implementation. Brian also holds the Chartered Alternative Investment AnalystSM (CAIASM) designation.

Brian graduated from the University of Vermont, earning a B.S. in Business Finance. He lives in Charlestown, Massachusetts with his wife, children and yellow Lab. In his spare time, he enjoys spending time in Vermont as well as skiing and running marathons.

1. SHOOK considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. For more information see www.SHOOKresearch.com. Awards or rankings are not indicative of future success or results.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results.


Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.


Equal Housing Opportunity logo

J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read additional Important Information in conjunction with these pages.