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Brandon J

Series 66

Rochester Hills, MI

J.P. Morgan Securities

Brandon Johnson is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop strategies that address their short-, mid-, and long-term financial goals. His approach includes providing ongoing advice and guidance tailored to changing client needs, and he facilitates access to additional banking, credit, home financing, and small business resources through Bank of America specialists. His areas of expertise include family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Brandon holds a Bachelor's Degree from Western Michigan University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, Brandon spends time engaging in sports such as basketball and golf, enjoys music, and values spending time with his family. He enjoys activities like game nights and barbecues, as well as visiting parks and walking nature trails with his wife and two sons.

General retirement planning Retirement income strategy Wealth management College savings (529s, UTMA, etc.) Caring for aging parents Founder/Business Owner
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Bachira M

Series 66

Rochester Hills, MI

J.P. Morgan Securities

Bachira Murray is a financial advisor with J.P. Morgan Securities holding a Series 66 credential and six years of industry experience. She has worked at J.P. Morgan Securities since 2020 and Jpmorgan Chase Bank since 2019. Outside of her advisory role, she is a partner in a catering business and co-owns a residential rental property listed on Airbnb. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates both quantitative and qualitative research, with an emphasis on model asset allocations and an ESG eligibility framework.

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Steve J

Series 63, Series 66

Rochester Hills, MI

J.P. Morgan Securities

Steve Juncaj is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various J.P. Morgan entities since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers customized, non-discretionary investment advice supported by centralized due diligence and incorporates both quantitative and qualitative research in its asset allocation recommendations.

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