Max PearlMax Pearl, AIF®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes | Shook
Barron's
About Max
Max Pearl is a Managing Director, Wealth Partner and Portfolio Manager 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 tax-efficient plan targeted to help achieve them. 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.
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 The BPS Group, 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® North Texas and SPCA of Dallas. In his spare time, Max enjoys golfing, running, playing tennis and skiing.
1Source: Institutional Investor, 2023.
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.
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
Planning for your child becoming an adult
November 11, 2026As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read Now
How the inherited IRA 10-year rule works under the SECURE Act
November 10, 2026It’s easy to misunderstand the inherited IRA 10-year rule. Here’s what you should know about annual RMDs, key deadlines, missed withdrawal penalties and more.Read Now
How to manage your employee stock options
November 10, 2026It’s important to consider the tax and investment implications of holding or exercising your options.Read Now
A guide to alternative investments: What they are and how they work
November 9, 2026Learn what alternative investments are, how they work, and the potential benefits and risks to consider before adding alternatives to your portfolio.Read Now
The blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read Now
A loving gift: The ethical will
November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read Now
Leaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read Now
‘Buy-borrow-die’: The 3-step wealth strategy explained
November 4, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read Now
Financial planning before marriage: What to review
November 4, 2026As you prepare for your wedding, talk with your soon-to-be spouse about your financial goals and review key considerations, from prenuptial agreements to employee benefits and estate planning.Read NowPlanning for your child becoming an adult
November 11, 2026As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowHow the inherited IRA 10-year rule works under the SECURE Act
November 10, 2026It’s easy to misunderstand the inherited IRA 10-year rule. Here’s what you should know about annual RMDs, key deadlines, missed withdrawal penalties and more.Read NowHow to manage your employee stock options
November 10, 2026It’s important to consider the tax and investment implications of holding or exercising your options.Read NowA guide to alternative investments: What they are and how they work
November 9, 2026Learn what alternative investments are, how they work, and the potential benefits and risks to consider before adding alternatives to your portfolio.Read NowThe blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read NowA loving gift: The ethical will
November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read NowLeaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read Now‘Buy-borrow-die’: The 3-step wealth strategy explained
November 4, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read NowFinancial planning before marriage: What to review
November 4, 2026As you prepare for your wedding, talk with your soon-to-be spouse about your financial goals and review key considerations, from prenuptial agreements to employee benefits and estate planning.Read Now