About Brandi

Brandi Graham is a Vice President and Client Associate at J.P. Morgan Wealth Management.

As an integral member of The BPS Group, Brandi is highly involved in directing the operations for the group and communicating the focus and priorities for the day. Her support extends to account opening, money movement, trade execution and ongoing management of client relationships. Brandi leads with a servant's heart and goes the extra mile to facilitate success for both team members and clients. She is known for her innate ability to clear challenges and hurdles that stand in the way.

Brandi spent most of her fifteen-year career in financial services at Fidelity Investments. There, she was introduced to the needs of high-net-worth families and earned glowing reviews from her clients. She joined J.P. Morgan for the opportunity to grow professionally and expand her skillset. She holds FINRA Series 7 and 63 securities licenses.

Although born in LA, Brandi feels her heart belongs in Texas. Her children are now the 3rd generation to live in the area.

Volunteerism is one of Brandi's passions. She is the co-founder of Beat The Streets Outreach, a nonprofit organization whose goal is to promote a sense of unity and hope throughout the homeless community.

Insights

Business Planning

End-of-year planning for business owners

November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read Now
Markets and Economy

Investing in 2026: J.P. Morgan Wealth Management’s top themes to watch

November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read Now
Markets and Economy

In the rear view: How did our 2025 themes pan out?

November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.