Bryan S. Taylor

About Bryan S. Taylor

I help financial advisors elevate their practice by connecting them with investment strategies that deepen client relationships and drive measurable, repeatable results.At J.P. Morgan Asset Management, I operate as an Internal Client Advisor, partnering closely with external wholesalers and cross-functional teams to support top financial advisors across the Independent Broker-Dealer and Bank Wealth Management channels nationwide. My role sits at the intersection of strategy, relationship management, and execution—translating complex market dynamics into clear, actionable ideas that help advisors keep clients invested, confident, and aligned with long-term goals.My approach is consultative, data-driven, and narrative-led:I lead with context, simplify with perspective, and close with solutions. Whether framing market conditions through Guide to the Markets, positioning ETFs and fixed income strategies, or aligning income and alternative solutions to advisor objectives, my focus is on making every conversation valuable, authentic, and decision-oriented.As a consistently top-ranked Internal Client Advisor, I’ve contributed to record territory growth, multi-billion-dollar flows, and durable advisor partnerships built on trust, responsiveness, and results. I regularly engage in advisor-facing strategy discussions, territory planning, and opportunity management—owning outcomes, advancing pipeline, and partnering seamlessly with externals to move business forward.What motivates me most is building businesses the right way:through face-to-face credibility, disciplined follow-up, and long-term relationships, supported by intellectual capital and firm-wide collaboration. I thrive in environments where accountability, ownership, and partnership matter—and where performance is measured not just by activity, but by impact.I’m energized by the opportunity to expand my scope, deepen my field presence, and take full ownership of a territory, continuing to help advisors grow while representing a platform built for scale, excellence, and long-term success.

Experience

1. Internal Client Advisor

   J.P. Morgan Asset Management

   Aug 2013 — Present · Columbus, OH, US

   As an Internal Client Advisor at J.P. Morgan Asset Management, I serve as a strategic partner to my external Client Advisor, jointly owning business development, advisor relationships, and market share expansion across the Independent Broker-Dealer channel in the Northeast. Together, we design and execute disciplined territory strategies that translate market insight into sustained, measurable growth across mutual funds, ETFs, tax-managed strategies, and retirement solutions.Performance HighlightsRanked #7 of 46 teams nationally, generating $1.77B+ YTD across diversified investment vehiclesTop 5 nationally in both ETF sales ($667MM+) and defined contribution flows ($506MM+), driven by outcome-oriented positioning aligned to advisor and client objectivesConsistently ranked among the Top 5 of 35 Internal Client Advisors, including 7th in total client meetings and 2nd in Focus Advisor engagement, reflecting durable relationships and scalable adoptionFormer ICA of the Year and Met Club recipient, recognized for elite performance, leadership, and consistency across the national sales organizationAdvisor Engagement & Enterprise CollaborationI lead agenda-driven virtual and in-person engagements that deliver actionable insights using J.P. Morgan’s intellectual capital—Guide to the Markets, ETF research, and cross-asset perspectives spanning fixed income, equities, income strategies, alternatives, and option-based solutions.I partner closely with investment specialists, national accounts, and internal stakeholders to align resources, advance opportunities, and deliver better client outcomes. Known for a relationship-first mindset and decisive execution, I focus on turning strategy into results—for advisors, the franchise, and the firm.

Education

• Ohio Dominican University

  MBA, Finance

  2009 — 2011

• The Ohio State University

  Bachelors of Science in Agriculture, Specializing in Agricultural Business and Applied Economics

  1997 — 2002

• The Ohio State University

  Bachelor of Science in Agriculture, Sen. Ray Miller Institute for Change and Leadership

  2008 — 2008