Brian Chinn Email & Phone Number
Managing Director, Wealth Partner @ J.P. Morgan
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Brian Chinn Location
- California, United States
Brian Chinn Work
- Managing Director, Wealth Partner @ (July 2023 - Present)
- Wealth Manager, Managing Director @ (February 2014 - June 2023)
- Investment Consultant, Vice President @ (June 2009 - February 2014)
- Financial Planning Consultant @ (March 2005 - February 2009)
- Financial Consultant @ (October 2003 - February 2005)
- Investment Consultant @ (July 1999 - June 2002)
Brian Chinn Education
- University of Oregon
Bachelor's degree (Political Science and Government)
1996-1998
Brian Chinn Skills
- Wealth Management
- Investments
- Asset Allocation
- Investment Advisory
- Variable Annuities
- Life Insurance
- 529 Plans
- Personal Financial Planning
- Donor Advised Funds
- Guaranteed Lifetime Income
- Asset Management
- Charitable Giving
- Portfolio Management
- Strategic Financial Planning
- Finance
- Insurance
- Retirement Planning
- Financial Planners
- Banking
- Series 7
- Customer Service
- Management
- Project Management
- Strategic Planning
- Financial Modeling
Brian Chinn Summary
- Brian Chinn, based in California, United States, is currently a Managing Director, Wealth Partner at J.P. Morgan. Brian Chinn brings experience from previous roles at First Republic Private Wealth Management, Fidelity Investments and Citicorp Investment Services. Brian Chinn holds a 1996 - 1998 Bachelor's degree in Political Science and Government @ University of Oregon. With a robust skill set that includes Wealth Management, Investments, Asset Allocation, Investment Advisory, Variable Annuities and more. Brian Chinn has 3 emails and 1 mobile phone numbers on RocketReach.
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