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

David Peter

David Peter

Vice President

David Peter is a Vice President and Financial Advisor at J.P. Morgan Securities, a wealth management division of J.P. Morgan. As a member of Maybach Partners’ due diligence team, he leverages his research capabilities and deep understanding of capital markets to provide actionable insights that help frame investment direction and strategies. David is a highly effective communicator and combined with his investment knowledge has developed meaningful long-term relationships with clients.

David has spent more than three decades in the financial services industry and has advised clients through a broad variety of market environments, navigating multiple business cycles and investment trends. He meets frequently with J.P. Morgan strategists, economists and analysts to tap the thought leadership of the firm. Maybach Partners benefits from David’s unique ability to translate the complexities of today’s capital markets into an understandable dialogue.

A graduate of the University of Maryland with a B.A. degree, David has devoted his entire career to the study of wealth mangement. He entered the business in 1979 and began working for Bear Stearns in 1981, before transitioning to J.P. Morgan Securities in 2008.

Phone: 212.272.7336
Fax: 917.849.0570
Email: david.peter@jpmorgan.com

Registered States: 50 States, DC, PR, VI

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.


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