Max PecklerMax PecklerManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Max
Max Peckler is a Managing Director, Wealth Partner and Portfolio Manager at J.P. Morgan Wealth Management.
Max draws on almost three decades of wealth management experience to help an accomplished clientele grow, preserve and transfer their wealth more effectively. He works with a limited number of clients by design, fostering natural relationships built on enduring trust.
Clients from varied paths look to Max for thoughtful, concise and clear guidance to the complexities that significant wealth can pose. He is skilled in supporting individuals and families in their aspirations to do what they want, when they want, without worrying about the money involved. To that end, Max gains a cogent understanding of each client’s full financial picture, identifying opportunities, remedying possible gaps and anticipating challenges that may lie ahead. He is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
Attuned to the needs of each person or family, Max strives to help clients move from “discomfort to comfort,” allowing them to gain greater ease in the management of their financial affairs. Clients often become friends, and friends become clients, resulting in a close-knit dynamic designed to deliver the highest quality experience founded on integrity.
Max has worked as a Financial Advisor since 1995. Prior to joining J.P. Morgan, he was a Managing Director with First Republic Private Wealth Management. Earlier, Max spent more than 18 years at UBS, where he was a Managing Director, a Private Wealth Advisor and a Senior Portfolio Manager. He earned his B.A. from Tufts University.
Max and his wife Mindy are very involved in their community. Mindy is the co-founder of a non-profit, Welcome Home, a home goods pantry that collects and redistributes like-new household items to hundreds of people in need each month with no fees, no forms and no requirements. In his free hours, Max is also active with Dana-Farber Cancer Institute, Smile Train, St. Jude’s Children’s Research Hospital and the Pan-Mass Challenge.
Max and Mindy have two adult children who make them very proud. Their family circle includes two labradoodles, who are best friends. In addition to spending time with his family, Max enjoys golfing, fly fishing, watching movies, listening to podcasts, going to concerts and traveling.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
Insights
Losing a loved one: A checklist of tasks to consider
October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read Now
Asset titling: How to title your assets for estate planning
October 23, 2026Asset titling can help ensure that your property and investments are passed down the way you intend. Learn how individual, joint, pay-on-death and trust ownership options compare.Read Now
Credit markets look for AI’s weak links
October 23, 2026The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.Read Now
Should you consider options trading or skip it?
October 22, 2026Should you trade options? Learn how to decide if they fit your financial goals and risk tolerance.Read Now
Parents: 5 ways to teach your kids about financial fraud
October 21, 2026With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
Caring for aging relatives: financial conversations and planning
October 21, 2026As your parents, in-laws and other loved ones grow older, you may need to be more involved in their care, including financial conversations and planning.Read Now
How to protect your privacy with smart devices at home
October 19, 2026All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
Helping older and vulnerable loved ones avoid scams
October 19, 2026Older and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Inflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read NowLosing a loved one: A checklist of tasks to consider
October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read NowAsset titling: How to title your assets for estate planning
October 23, 2026Asset titling can help ensure that your property and investments are passed down the way you intend. Learn how individual, joint, pay-on-death and trust ownership options compare.Read NowCredit markets look for AI’s weak links
October 23, 2026The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.Read NowShould you consider options trading or skip it?
October 22, 2026Should you trade options? Learn how to decide if they fit your financial goals and risk tolerance.Read NowParents: 5 ways to teach your kids about financial fraud
October 21, 2026With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowCaring for aging relatives: financial conversations and planning
October 21, 2026As your parents, in-laws and other loved ones grow older, you may need to be more involved in their care, including financial conversations and planning.Read NowHow to protect your privacy with smart devices at home
October 19, 2026All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHelping older and vulnerable loved ones avoid scams
October 19, 2026Older and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowInflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read Now