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Jordan Mayer, CFP®, CIMA®, CPWA®
Amy Marie Bermudez
Alissa Dyan Cipriano
David Peter
Andrew Girard
Andreea Ochis

Clark Schubach

Clark Schubach

Managing Director

Clark Schubach is a Managing Director and Financial Advisor with J.P. Morgan Securities, a wealth management division of J.P. Morgan. For over 50 years, Clark has guided clients with his shrewd intellect and keen observations providing investment and business advice.

Clark has experienced numerous market cycles and economic fluctuations that have shaped his insightful and informed approach to investing. His passion for the business defines the professionalism and earnest nature of Maybach Partners. Clark leverages his capabilities to help clients invest prudently and pursue their financial objectives. His investment strategies focus on protecting downside risk while capitalizing on upside opportunities.

Clark graduated from the City College of New York with a degree in Finance. He spent 33 years at Bear Stearns providing senior management leadership and developing a keen understanding into the complexities of substantial wealth. Clark transitioned to J.P. Morgan Securities in 2008 and co-founded Maybach Partners to continue to deliver outstanding investment guidance and advice. As a testament to the service he provides his clients, in 2018 Clark was named one of Financial Times Top Advisors1 for the second consecutive year and honored by Forbes as one of the Best-In-State Wealth Advisors.2

Phone: 212.272.7110
Fax: 917.849.0496
Email: clark.schubach@jpmorgan.com

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

1The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (March 2018). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Awards or rankings are not indicative of future success or results.

2The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Awards or rankings are not indicative of future success or results.

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 (“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.

INVESTMENT PRODUCTS:
• NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

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