Rochester Hills, MI Crooks Rd Office

Team
Updated today
J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Firm-wide stats for J.P. Morgan Securities

Total advisors

14,440

Across 3,649 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments and other institutional clients through a select group of Wealth Advisors; the Program is non‑discretionary and focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Clients retain final decision‑making authority, and participation in the Program is subject to a minimum Portfolio size as set out in the Client Agreement.

JPMS’ advisory process is supported by centralized due diligence performed by a manager solutions team, combining systematic quantitative screens and qualitative research and using forward‑looking capital market assumptions to build model asset allocations. Recommendations are limited to Eligible Strategies and may incorporate an ESG eligibility framework; implementation and certain portfolio services are provided by affiliates, including J.P. Morgan Wealth Management Solutions and related investment‑management entities.

Compared with many institutional advisory programs, JPMS maintains less common regulatory registrations and affiliations — including registration as a futures commission merchant and as a security‑based swap dealer and relationships with swap dealer affiliates — reflecting broader derivatives and commodities capabilities. The Program uses percentage‑of‑AUM billing rather than fixed fees, may recommend affiliated funds, and its Brochure discloses multiple prior regulatory enforcement matters involving the firm and its affiliates.

Based on J.P. Morgan Securities

Occupation focus

Founder/Business Owner

Based on J.P. Morgan Securities

Location

3989 Crooks Rd

Rochester Hills MI 48309

Advisors at this office

3

Advisors at this office

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.

Founder/Business Owner
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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.

Founder/Business Owner
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