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.
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
2024 Forbes Best-in-State Wealth Management Teams
2018-2024 Forbes Best-in-State Wealth Advisors
2017-2022 Forbes America's Top Wealth Advisors
2014-2022 Barron's Top 1200 Financial Advisors
2012-2016 Financial Times Top 400 Financial Advisors
2008-2012 On Wall Street Top 40 Advisors Under 40