Brian Brocious is a Financial Advisor with J.P. Morgan Securities, the wealth management division of J.P. Morgan. A partner 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 manages and maintains an information management system and the team’s client database. Initially an engineering major in college, Brian's educational background provides unique perspective and insight for clients, many of whom are sophisticated technology entrepreneurs.
Brian began his financial services career in 2006 at Hueter & Associates, a boutique finance and consulting company. He transitioned to J.P. Morgan Securities 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.
Brian grew up in Northern California, and graduated from the University of Pennsylvania with a B.A. degree in Economics and a minor in History. He currently lives in the East Bay and enjoys traveling, snowboarding and scuba diving in his spare time. As a former world champion professional video game player, Brian still enjoys occasional gaming.
Registered States: AZ,CA,CO, CT, FL,GA,HI, IL,IN,MA ,MD,ME,MI, MN, MO, NC, NJ, NM, NV, NY, OK, OR, PA, TX, UT, VA, VT, WA, WY