DH
DH

Debra Hanaford

27 Years of Experience
Auburn Hills, MI
Broker

Debra Hanaford is a registered investment advisor at J.P. Morgan Securities LLC, based in Auburn Hills, MI, with 27 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
13547 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.45%
$250K - $500K1.30%
$500K - $1000K1.15%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $15.0M0.55%
$15.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$50M+0.30%

The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2450 N Opdyke, Auburn Hills, MI, 48326

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
April 2023 - Present · 3 yrs 3 mos
J.P. Morgan Securities LLC
April 2023 - Present · 3 yrs 3 mos
Previous Registrations
Cuso Financial Services, L.P.Broker
September 2022 - April 2023 · 7 mos
Cuso Financial Services, L.P.
September 2022 - April 2023 · 7 mos
Comerica Securities
June 2017 - September 2022 · 5 yrs 3 mos
Comerica SecuritiesBroker
June 2017 - September 2022 · 5 yrs 3 mos
Raymond James & Associates, INC.
December 2014 - December 2016 · 2 yrs
Raymond James & Associates, INC.Broker
November 2014 - December 2016 · 2 yrs 1 mo
UBS Financial Services INC.
October 2010 - December 2014 · 4 yrs 2 mos
UBS Financial Services INC.Broker
November 2008 - December 2014 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2007 - November 2008 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2007 - November 2008 · 1 yr 5 mos
UBS Financial Services INC.Broker
October 2005 - April 2007 · 1 yr 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
March 2000 - November 2003 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1995 - November 2003 · 8 yrs
State Registrations5 states
CAFLGAMITX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.