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Michael H
Series 66
Detroit, MI
J.P. Morgan Securities
Michael Hatten is a Series 66-licensed financial advisor with J.P. Morgan Securities in Detroit, MI, and has three years of industry experience. His prior roles include positions at Bank of America, Merrill, and PNC Bank. Outside of his advisory work, he owns Spikedmind LLC, a business specializing in handmade arts and crafts products. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory approach combines quantitative and qualitative research supported by centralized due diligence and includes broader derivatives and commodities capabilities.
David B
Series 66
Detroit, MI
J.P. Morgan Securities
David Blake is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2020, following a 21-year tenure at Merrill. Outside of his advisory role, he served as a Michigan Soccer Referee from 2019 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research, as well as ESG considerations, supported by centralized due diligence and a range of affiliated investment-management services.
David G
CFP®, Series 66
Detroit, MI
J.P. Morgan Securities
David Graham is a CFP®-designated financial advisor with J.P. Morgan Securities in Detroit, MI, bringing 15 years of industry experience. His prior roles include positions at Merrill and Fifth Third Securities. Outside of his advisory work, he is involved in a real estate rental business through Prolific Life Properties LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its due diligence, integrating an ESG eligibility framework where applicable.
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