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Adam Kietz, CFA®

Adam Kietz

Financial Advisor

Adam Kietz is a Financial Advisor with J. P. Morgan Securities, a wealth management division of J.P. Morgan. Adam holds the CFA Charterholder® credential, one of the most respected designations in finance. As a member of Maybach Partners, Adam extends the group’s focus on serving the wealth management needs of high-net-worth individuals, including business owners, entrepreneurs, and corporate executives.

Adam’s experience is a significant contribution to Maybach Partners’ suite of services. He draws on his background to address the complex compensation, liquidity, and investment needs of high-level executives—options, deferred compensation, restricted stock, and retirement and tax planning considerations. Adam recognizes that he serves as the guardian for significant wealth and he delivers institutional quality service to individuals.

Responsible for implementing business initiatives, Adam focuses on preparation and understanding problems, identifying and analyzing the needs of clients prior to creating tailored investment strategies that help address specific financial objectives. His familiarity with analyzing and implementing sophisticated portfolios from both an investment and planning perspective adds value in managing relationships for clients of all types.

Adam began his career as an analyst with the J.P. Morgan Private Bank, advising ultra-high-net-worth individuals on investments and wealth planning strategies. He was promoted to Investment Associate, where he concentrated on providing investment advice. Adam joined J.P. Morgan Securities and Maybach Partners in 2016 to serve the group’s executive clients.

A graduate of the University of Michigan’s Stephen M. Ross School of Business, Adam holds a B.B.A degree in Accounting and Finance.

Phone: 212.272.7910
Email: adam.kietz@jpmorgan.com

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

“J.P. Morgan Securities” is a brand name for a wealth management business conducted by JPMorgan Chase & Co (“JPMC”) and its subsidiaries worldwide. JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (JPMS), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co.


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