People

Max Peckler

Max Peckler

Formal First Name
Maxwell (Max)
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Max Peckler is the Managing Director of the Peckler Team at JP Morgan Wealth Management. Peckler has more than 28 years of wealth management experience. He was Managing Director and Wealth Manager at First Republic Investment Management in Boston, where he provided portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations. Prior to joining First Republic, he was a Managing Director and Senior Portfolio Manager in wealth management at UBS. He also served as a member of the prestigious UBS Pinnacle Council, which represented the top 1% of the firm's advisors. Peckler is also active in his local community and supports numerous charitable organizations.

Professional Experience


Academic History

EARLY CAREER

  • Since 1995, Peckler has gained extensive experience in financial planning for affluent individuals and families.

  • Throughout his career, his performance has earned him recognition as a top advisor from financial publications such as Forbes, Barron's, and Financial Times.

  • Earlier in his career, he worked at Wachovia Securities and Smith Barney. 


RECOGNITIONS