Jordan MayerJordan Mayer, CFP®, CIMA®, CPWA®, AIF®Managing DirectorWealth Partner
LinkedIn
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
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
What is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowWhat April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowAI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowThe first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read NowWhat is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowThreading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowWhy cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now