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Jordan Mayer, CFP®, CIMA®, CPWA®

Jordan Mayer

Managing Director

Jordan Mayer is a Managing Director and Financial Advisor with J.P. Morgan Securities, a wealth management division of J.P. Morgan. A founding member of Maybach Partners, Jordan spearheads the delivery of comprehensive wealth management services for a sophisticated and diverse set of clients including high-net-worth individuals and families, corporate executives, not-for-profits, and institutions.

Jordan leads the team of seasoned financial professionals to provide the skilled advice, personalized attention and dedicated care for which the team is known. He orchestrates the differentiated background of his team members and every aspect of the global financial resources within J.P. Morgan to ensure that Maybach Partners offers an institutional-level of service to address each client’s complex financial challenges.

With more than 30 years of experience managing wealth for individuals and institutions, Jordan has built a reputation for finding solutions. He possesses a distinctive command for the development of tailored asset management portfolios, tax planning ideas and wealth transfer strategies. His experience lends to his leadership of Maybach Partners in the development of customized solutions across all aspects of asset management.

Jordan began his career in 1986 as a Financial Consultant for Shearson Lehman Brothers and remained with the firm for more than 20 years, through its acquisition by Smith Barney. In 2007, he joined Bear Stearns, and transitioned to J.P. Morgan Securities, as a Managing Director and Financial Advisor.

Over the course of his distinguished journey, Jordan has earned highly-recognized industry designations, including Certified Financial Planner™ practitioner, Certified Personal Wealth Advisor® professional, and Certified Investment Management Analyst® consultant. He received his CPWA® designation from the University of Chicago, Booth School of Business, and his CIMA® certification from The Wharton School, University of Pennsylvania. He is a graduate of Hofstra University, where he earned a B.B.A. in Marketing and a minor in Finance.

Phone: 212.272.2736
Fax: 917.937.5651
Email: jordan.mayer@jpmorgan.com

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

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®. Use of CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.

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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