Maybach Partners at J.P. Morgan Securities

We are dedicated to the stewardship of significant wealth and financial assets.

Maybach Partners is dedicated to the stewardship of significant wealth and financial assets.

We serve diverse and sophisticated clients, ranging from high-net-worth individuals and their families to organizations such as publicly traded companies, universities and municipalities.

Our many years of addressing the complex needs of substantial wealth have positioned us to deliver a broad range of services, including investment advisory and traditional brokerage capabilities.

 

277 Park Avenue
New York, NY 10172
Phone: 212.272.2736
Fax: 917.937.5651
Email: maybach.partners@jpmorgan.com

Introducing our suite of financial services

Individuals
Advisory Portfolio Management
Brokerage Services
Corporate Executive Services
Lending and Mortgages
Estate Planning and Wealth Management

Institutions
Investment Advisory
Brokerage Services
Cash Management
ERISA Capabilities
Collateralized Asset Lending

 

A personalized and disciplined approach

  • We build tailored portfolios and deliver value-added services that seek to address specific needs
  • We offer both discretionary and non-discretionary portfolio management
  • We believe our team is differentiated by the level of attention and due diligence we provide to every detail
  • We provide access to the capital markets and broad resources of J.P. Morgan

Experience matters

  • Highly knowledgeable team with a combined 150 years of experience
  • Our creative approach results in customized strategies for each client
  • We integrate our varied backgrounds to deliver multi-discipline capabilities
  • We have built a strong infrastructure for client support
  • We work to help our clients access J.P. Morgan Commercial Bank, Private Bank, and Investment Bank in order to facilitate their needs

Our mandate
As true stewards of our clients’ wealth, we are always mindful of the need to deliver an institutional quality of financial advice for the clients we serve.

How Maybach Partners works with you:

  • We get to know you
  • We identify any gaps or weaknesses in your current plan
  • We develop a customized strategy to meet your personal goals
  • We align your objectives with an appropriately tailored investment portfolio
  • We provide exceptional services

Our principal rule of investing is to use common sense. Whether your portfolio is designed using individual investments or institutional money managers, Maybach Partners' stringent due diligence process aims to capitalize on upside participation while limiting downside risk. We do this through proper asset allocation, diversification, and by focusing on prudent investments. Our conservative bias is borne out of the belief that clients' hard-earned capital should be protected.

Forbes Best-in-State Wealth Advisors 2019
Financial Times Top Financial Advisers 2019
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

 

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (“JPMS”). 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.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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J.P. Morgan Chase Bank N.A., Member FDIC Not a commitment to lend. All extensions of credit are subject to credit approval 

“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. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read additional Important Information in conjunction with these pages.