We no longer support this browser. Using a supported browser will provide a better experience.

Please update your browser.

Close browser message
Maxwell Lang
I work with sophisticated investors who have more distinctive and complex objectives.

Maxwell Lang

Wealth Advisor

Maxwell Lang


617.654.2020

maxwell.lang@jpmorgan.com

50 Rowes Wharf, 4th Floor
Boston, MA 02110

About Maxwell

Maxwell Lang is a Wealth Advisor with J.P. Morgan Wealth Management. As a member of The Lang Group, he provides wealth management, portfolio strategy and design, investment consulting and executive services for high-net-worth clients, institutions and small business owners.

An accomplished student of the markets, Max takes a scientific view of the investment process, and employs fundamental and technical analysis to provide financial insights based on a study of quantitative patterns. He looks intently at data such as earnings momentum and examines it to identify trends that help guide the team’s investment services.

Max offers clients highly personalized attention, and constructs and implements strategies for high-net-worth clients that target specific financial goals such as education, home purchases and retirement income. He also works with sophisticated investors who have more distinctive and complex objectives. For self-directed investors, he provides trading insights and education.

Max manages a growth portfolio of his own design, employing equity strategies that are proprietary to The Lang Group. He manages this portfolio in-house, avoiding outside advisors and additional fees.

Prior to joining J.P. Morgan in 2015, Max was an Associate at Morgan Stanley Wealth Management, where he focused on marketing and research. He began his career as a summer analyst during an internship at J.P. Morgan.

Max graduated from Vanderbilt University with B.A. in Physics and a minor in Finance. While there, he gained an appreciation for the scientific method, and developed his statistical and data analysis skills.

Max lives in Chestnut Hill, and in his free time enjoys sports and playing the piano. He is a passionate golfer still perfecting his game.

 

 

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

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

Equal Housing Opportunity logo

J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member 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. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB 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.