Brian Temple Chinn

Portfolio Manager-Aktien bei JPMorgan Private Wealth Advisors LLC

Finance

Consumer Services

Profil

Mr. Brian T.
Chinn is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Managing Director of the firm.
He has been in the wealth management industry since 1999.
Prior to joining First Republic in June 2009, Mr. Chinn was a Financial Planning Consultant with Fidelity Investments in San Francisco providing financial planning and investment advice to individuals and families.
Mr. Chinn holds a Bachelors of Science degree in Political Science from the University of Oregon and a Certificate in Personal Financial Planning from the University of California at Berkeley.
He is also a member of the San Francisco Financial Planning Association.
He is a Certified Financial Planner professional.

Aktive Positionen von Brian Temple Chinn

Unternehmen	Position	Beginn
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.	Portfolio Manager-Aktien	01.04.2017

Alle aktiven Positionen von Brian Temple Chinn

Ausbildung von Brian Temple Chinn

University of Oregon

Undergraduate Degree

Erfahrungen
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Private Unternehmen	1
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.	Finance