Industry Accolades
- America’s Top Wealth AdvisorsForbes, 2023
Forbes/SHOOK Top Wealth Advisors (04/04/23). Data as of 06/30/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
- Wealth Management Experience Since 1999Brian T. Chinn is a Managing Director and Wealth Manager with J.P. Morgan Wealth Management. Mr. Chinn joined J.P. Morgan Wealth Management, First Republic now part of JPMorgan Chase, in 2023. Prior to joining First Republic in 2009, Mr. Chinn was a Financial Planning Consultant with Fidelity Investments in San Francisco providing financial planning and investment advice to individuals and families.
- Community InvolvementActively involved in his community, Mr. Chinn serves on the board of the Santa Maria CYO in Orinda. He is also a member of the San Francisco Financial Planning Association.
- Professional DesignationMr. Chinn is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Chartered Retirement Planning Counselor℠ designee.
- EducationHe holds a Bachelors of Science in Political Science from the University of Oregon and a Certificate in Personal Financial Planning from the University of California at Berkeley.
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