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Biography
Brandon joined J.P. Morgan in 2011 as an Investment Specialist, before being asked to take on the Private Banker role in 2014. Prior to joining J.P. Morgan, Brandon advised ultra-high net worth families with The St. Louis Trust Company. Brandon spent the early years of his career as a CPA with Deloitte & Touche, where he served several global organizations in the Audit practice. He graduated with honors from Saint Louis University, where he also obtained his Masters in Accounting.
Brandon is responsible for advising ultra-high net worth families and family offices on a range of private banking topics. Brandon has more than a decade of client advisory experience, serving private clients, public companies, and non-profit institutions.
Brandon and his wife, Anna, have four children – Brooke, Graham, Jack and Finn. He enjoys staying active both personally and in the community, and serves on the Board of Directors for Junior Achievement and the Investment Committee for Variety The Children’s Charity.
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JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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