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Jordan Mayer, CFP®, CIMA®, CPWA®
Clark Schubach
Adam Kietz
Alissa Dyan Cipriano
David Peter
Andrew Girard
Andreea Ochis

Amy Marie Bermudez

Amy Bermudez

Business Management Specialist

Amy Bermudez is a Vice President and Business Management Specialist at J.P. Morgan Securities, a wealth management division of J.P. Morgan. As a member of Maybach Partners, she serves as the head of operations, managing the primary and critical front-line functions that support the team’s high-net-worth and institutional clients.

Amy has spent more than 26 years in financial services, and has a deep understanding of the parameters and guidelines that impact investment management. The team looks to her for guidance and leadership to shape administrative processes. Amy is highly invested in ensuring that clients have a first-rate experience at every point of contact and her organizational and business management skills are integral to the group’s success. With a reputation for delivering exceptional service, Amy builds relationships based on trust, respect, warmth, and an engaging sense of humor.

Prior to transitioning with her team to J.P. Morgan Securities in 2008, Amy was a Vice President and an investment advisor at Bear Stearns. Before then, she spent 16 years at Smith Barney, working closely with Jordan Mayer and his team supporting their clients.

Phone: 212.272.2684
Fax: 917.937.5653
Email: amy.bermudez@jpmorgan.com

Registered States: AZ, CA, CO, CT, DE, DC, FL, GA, HI, IL, IN, KY, MD, MA, MI, MN, MO, MT, NE, NH, NJ, NY, NC, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VT, VA, WA, WY

Learn more about our firm and investment professionals through FINRA BrokerCheck.

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. and certain subsidiaries. J.P. Morgan Securities offers investment products, services, Clearing and Custody through J.P. Morgan Securities LLC, a member of FINRA and SIPC. Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.

Investment products: Not FDIC insured • No bank guarantee • May lose value

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