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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. Brian was recognized in 2021 by Forbes as a Top Next-Gen Wealth Advisor.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.
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