Max PearlMax Pearl
Wealth Advisor

About Max

Max Pearl is a member of The Burns Troop Team at J.P. Morgan Wealth Management. He manages daily functions and works diligently with clients to accomplish their objectives. His responsibilities include monitoring, tracking and executing trades. He provides idea generation, strategic planning analysis and performance modeling.

Prior to joining the team, Max worked as an Investment Banking Analyst, evaluating and structuring custody agreements with some of the largest financial institutions. Previously, he worked at Ally Financial in its Commercial Banking division, assessing credit exposure and economic forecasting.

Max graduated with honors from the University of Arkansas, where he earned a B.S. in Financial Management with a double minor in Economics and Marketing. He is a member of the Youth Leadership Council for the Make-A-Wish Foundation, DFW Chapter.

Max lives in Dallas and enjoys golfing, playing tennis and skiing.

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
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