Brian Chinn Location
California, United States
Brian Chinn Work
- 2023 - now Managing Director, Wealth Partner @ J.P. Morgan
- 2014 - 2023 Wealth Manager, Managing Director @ First Republic Private Wealth Management
- 2009 - 2014 Investment Consultant, Vice President @ First Republic Private Wealth Management
- 2005 - 2009 Financial Planning Consultant @ Fidelity Investments
- 2003 - 2005 Financial Consultant @ Citi
- 1999 - 2002 Investment Consultant @ Quick & Reilly
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
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 4 emails and 1 mobile phone numbers on RocketReach.
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