Jordan MayerJordan Mayer, CFP®, CIMA®, CPWA®Managing DirectorWealth Partner
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About Jordan
Jordan Mayer is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
Jordan leads Maybach Partners, a group dedicated to guiding the wealth management needs of affluent clients and organizations. Serving individuals and families, not-for-profits, corporations and municipalities, he provides prudent insights into designing strategies to meet the complex asset and wealth management challenges of each client. As of June 2023, Maybach Partners manages in excess of $8 billion of client assets.
With more than 35 years' experience in the business, Jordan embodies an investment philosophy that balances growth and income opportunities while helping to protect downside risk. Combining his creative spirit with the vast resources within J.P. Morgan, Jordan ensures that Maybach Partners provides the advice, attention and care each client deserves – key to building and maintaining close relationships over time.
Jordan graduated from Hofstra University and later received his CPWA® designation from the University of Chicago, Booth School of Business, and his CIMA® certification from the Wharton School, University of Pennsylvania.
CFP Board owns the marks CFP®and CERTIFIED FINANCIAL PLANNER® in the U.S. Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Insights
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