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Emir Bajrovic

Advisor at J.P. Morgan Securities

Updated today

Location

Macomb, MI 48044

Credentials

Series 66

Industry experience

1 year

About

Emir Bajrovic is a financial advisor at J.P. Morgan Securities with the Series 66 designation and one year of industry experience. He has been with J.P. Morgan Securities since 2024 and has also worked at JPMORGAN Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

21700 21 Mile Rd

Macomb, MI 48044

Most active in

Michigan

Work history

J.P. Morgan Securities

2024 - Present (2 years)

JPMORGAN Chase Bank, N.A.

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kimberly H

CFP®, CRPC®

Troy, MI

Innermost Wealth Management, LLC

I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.

General retirement planning General tax planning Wealth management Startup equity planning Divorce financial planning Women Professionals Life coaching / goal alignment Established Professionals Approaching retirement Dual Income Family
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Kyle H

CFP®, Series 63

Rochester, MI

Freedom Formula Wealth Management

Kyle Henris is a CFP® certificant and Series 63 license holder based in Rochester, MI, with experience in financial advising since 2015. He has worked at Northwestern Mutual and has led multiple ventures, including Henris Capital LLC and Life Beyond Lattes LLC, a digital education business. Since 2025, he has been the sole advisor at Freedom Formula Wealth Management. Freedom Formula Wealth Management provides discretionary investment management and financial planning services to individuals, including high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis, using both passive and active investment strategies, and typically operates with discretionary trading authority on an institutional brokerage platform.

Business sale tax planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Douglas N

CFP®, Series 63, Series 66

Clinton Twp, MI

Our Investment Guy

Douglas Newport is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Our Investment Guy, an independent wealth management firm he established in 2018. His prior experience includes roles at Commonwealth Financial Network and Fifth Third Securities. Our Investment Guy provides wealth management and investment services to individuals, charitable organizations, corporations, and retirement plans. The firm combines passive and active investment strategies based on individualized policies and offers ongoing retirement plan consulting with a focus on advising plan sponsors and fiduciaries under ERISA.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement income strategy
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Brandon M

Series 65

Shelby Township, MI

FUTR Wealth Management LLC

Brandon Mc Lane is a financial advisor at FUTR Wealth Management LLC with a Series 65 credential and one year of industry experience. Prior to joining FUTR Wealth Management, he held roles at SeamlessAI, where he currently serves as a Sales Manager, as well as at Globe Life: American Income, Demand Capture, Tattle, and TE Connectivity. FUTR Wealth Management is an investment manager offering financial planning and portfolio management services to individuals, high-net-worth clients, and business entities. The firm employs a multi-method investment approach incorporating various strategies such as long-term investing, options, and venture capital, and emphasizes tailored model allocations without investment discretion or custody of client assets.

Options & derivatives strategies Real estate investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Craig A

Series 63, Series 65

Troy, MI

Confidential Management Advisors, Inc.

Craig Adams is a financial advisor with Confidential Management Advisors, Inc. in Troy, MI, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has worked with several related firms since 1991 and spent 25 years at Ficast Corporation. Adams is also a licensed insurance agent. Confidential Management Advisors provides investment supervisory and non-supervisory services to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses proprietary financial forecasting models to create client-specific asset allocations and combines passive, active, tactical, and dynamic investment approaches, occasionally allocating to third-party advisers selected through a rigorous screening process.

Active portfolio management Passive / index investing Tax-loss harvesting
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Anita P

CFA®

Warren, MI

Weil Enterprises, Inc.

Anita Prasky is a CFA® charterholder with 15 years of industry experience and serves as the sole advisor at Weil Enterprises, Inc., where she has worked since 1981. Weil Enterprises provides tailored investment advice and portfolio management to individuals, high-net-worth individuals, and corporate clients. The firm emphasizes fundamental analysis and a long-term investment approach, managing accounts on a non-discretionary basis with a focus on low turnover, tax considerations, and minimizing brokerage costs.

Active portfolio management Tax-loss harvesting
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