Brandon M.
Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management
- Role
- J P Morgan at J.P. Morgan
- Location
- Bloomfield Hills, MI, US
- LinkedIn followers
- 500 followers
About Brandon M.
I am a Vice President of Investments and Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest to reach their goals.I have over 7 years of experience in financial services. Prior to this role, Iwas a Senior Financial Advisor at Merrill Lynch. I joined J.P. Morgan in 2024. I hold the required FINRA Series 7, 66, life & health insurance licenses and do business with residents of MI.I graduated from North Central College with a Finance degree in Major. I am locatedin Waterford.In my spare time I enjoy spending time with family, friends, and clients. You can also find me bowling on the lanes, playing squash, and around the community. I can help with your many financial needs, including:• Creating a strategy to reach your financial goals• Managing through life changes• Identifying investment opportunities and staying up to date on market movements• Balancing many goals, such as retirement and education.
Experience
J P Morgan
Present
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