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Max Pearl, AIF®

Max Pearl, AIF®

Commercial Banking Intern

Followers of Max Pearl, AIF®1000 followers
location of Max Pearl, AIF®Dallas, Texas, United States

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  • Timeline

  • About me

    Executive Director, Wealth Partner at J.P. Morgan

  • Education

    • University of Arkansas at Fayetteville

      2010 - 2014
      Bachelor of Business Administration Financial Management / Investments

      Activities and Societies: Kappa Sigma Minors in Economics and Marketing

  • Experience

    • Ally Financial Inc.

      Jun 2013 - Aug 2013
      Commercial Banking Intern

    • J.P. Morgan

      Jul 2014 - now

      • Executive Director

        Feb 2024 - now

      • Vice President & Wealth Partner

        Jan 2023 - Feb 2024

      • Advisor

        Apr 2021 - Jan 2023

      • Investment Associate

        Feb 2019 - Apr 2021

      • Associate

        Aug 2015 - Feb 2019

      • Investment Banking Analyst

        Jul 2014 - Aug 2015

  • Licenses & Certifications

    • Accredited Investment Fiduciary

      Fi360 (now Broadridge)

    • Series 66 - Uniform Combined State Law

      Financial Industry Regulatory Authority (FINRA)

    • Series 7 - General Securities Representative

      Financial Industry Regulatory Authority (FINRA)