Brandi GrahamBrandi GrahamVice PresidentClient Associate
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
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June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read NowWhat is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read NowUS inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read NowIs it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read NowUS adds 139,000 jobs in May, showing gradually moderating labor market
June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read NowAll eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read NowJetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read NowAI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now