Max PearlMax Pearl
Investment Associate
Wealth Advisor

"Bringing broad experience, I proactively maintain our high standards of service."

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

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(214) 979-7881max.pearl@jpmorgan.com