Max PearlMax Pearl, AIF®Vice PresidentWealth Partner
Awards and Industry Recognition
Forbes
About Max
Max Pearl is a Vice President and Wealth Partner at J.P. Morgan Wealth Management.
Max delivers the team's institutional capabilities directly to high-net-worth clients for their personal wealth management needs. He develops long-term relationships, designing modern wealth plans and executing investment strategies. He constructs portfolios by discerning each client's goals and then employing his background, the team's capital markets insights and the award-winning research1 of J.P. Morgan to build a taxefficient plan targeted to help achieve them.
In today's investment landscape, where execution and diversified portfolios are often standardized, Max's personal touch is a key differentiator. He recognizes that clients with substantial assets often require both traditional and nontraditional investments. Max builds bespoke portfolios comprising equity and fixed income assets as well as sophisticated products such as alternatives and structured notes. His holistic approach extends beyond investments to include credit and lending services that help optimize returns and promote tax efficiency.
Max's decade of financial experience includes commercial and investment banking. Before joining Team Burns Troop, he was an Investment Banking Analyst at J.P. Morgan, where he evaluated and structured custody agreements with large institutions. Earlier, he assessed credit exposure and balance sheets as a Credit Analyst in Ally Financial Inc.'s commercial banking division.
Max graduated with honors from the University of Arkansas, earning a B.S. in Financial Management with a double minor in Economics and Marketing. He holds the Accredited Investment Fiduciary (AIF®) designation.
A resident of Dallas, Texas, he donates his time and resources as a member of the Capital Improvements Committee of Uptown Dallas, Inc., Make-A-Wish®ㅤNorth Texas and SPCA of Dallas. In his spare time, Max enjoys golfing, running, playing tennis and skiing.
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Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights
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June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
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June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now