
Jordan MayerJordan Mayer, CFP®, CIMA®, CPWA®, AIF®Managing DirectorWealth Partner
Barron's
Forbes
About Jordan
Jordan Mayer is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
For more than 35 years, he has served the best interests of an elite clientele wealthy individuals and families, as well as corporations, municipalities and non profit organizations.
Jordan has built an industry-wide reputation for his ability to meet the complex asset and wealth management needs of clients with significant wealth. His investment philosophy reflects his ability to balance growth and income opportunities, while looking to minimize downside risk. He feels privileged to lead a team that offers clients an uncommon blend of acumen, attention and personal care.
Always interested in the intellectual challenge of interacting with dynamic markets and fascinating people, Jordan finds it inspiring to work closely with clients, colleagues and other professionals. Recognizing that developing the right strategy is a group endeavor, he believes in the importance of supporting each team member emotionally, intellectually and financially.
In addition to his decades of experience, Jordan finds that his ongoing industry training offers him knowledge and a fresh perspective he can apply on a daily basis. He holds the CPWA® designation from the University of Chicago, Booth School of Business, the CERTIFIED FINANCIAL PLANNER® (CFP®) designation from the Certified Financial Planner Board of Standards, Inc., the Accredited Investment Fiduciary® (AIF®) designation from Fi360 Inc., and the CIMA® certification from the Wharton School, University of Pennsylvania. He also holds a Bachelor's degree from Hofstra University.
Jordan makes his home in New York City and Sag Harbor with his wife, Leslie, a former marketing executive who is a co-producer of Broadway musicals and a leader in the non-profit and New York theater community. Jordan and Leslie have two daughters. Jennifer is his colleague at Maybach Partners. Carly and her husband, Matt, are both child psychologists, and parents of a young son.
Like many of his clients, Jordan believes in serving the greater good. He is a longtime supporter of Broadway Cares/Equity Fights AIDS, Rosie O'Donnell's Theater Kids, Bay Street Theater and other social causes that are important to him. He also supports his daughters, Jennifer and Carly—rooting for the football and basketball teams of University of Michigan (their alma mater). An avid traveler, theater-goer, and lover of fine art, Jordan is also a car enthusiast, boater and a hopeful New York Knicks and Giants fan.
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.
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

Are we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Are we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now