Industry Accolades
- Best-In-State Wealth AdvisorsBarron's, 2020
- Best-In-State Wealth AdvisorsForbes/SHOOK, 2018-2021
- America’s Top Wealth AdvisorsForbes/SHOOK, 2020-2021
Barron's Top 1,200 U.S. Financial Advisors (03/13/20, data as of 09/30/19). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Forbes/SHOOK Top Wealth Advisors Best-In State (08/24/21, data as of 03/31/21); (08/25/20, data as of 03/31/20); (09/10/19, data as of 03/31/19); (09/12/18, data as of 06/30/18). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced.
Forbes/SHOOK Top Wealth Advisors (08/24/21, data as of 03/31/21); (08/25/20, data as of 03/31/20). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced.
- Wealth Management Experience Since 1995Max Peckler is a Managing Director and Wealth Manager with J.P. Morgan Wealth Management. Mr. Peckler joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Peckler was a Wealth Manager at First Republic since 2021. Before joining First Republic, Mr. Peckler spent 18 years at UBS as a Managing Director and Senior Portfolio Manager in Wealth Management. Prior to UBS, Mr. Peckler worked at Wachovia Securities and Smith Barney. He is particularly skilled at providing financial planning services to high net worth individuals and families. Mr. Peckler’s work as a financial advisor has been recognized by a number of publications, including On Wall Street’s “Top 40 Advisors Under 40,” the Financial Times’ “Top 400 Financial Advisors in America,” Forbes’ “Best-in-State Financial Advisors” and, most recently, Forbes’ “Top 250 Financial Advisors in America.”
- Community InvolvementActive in his community for many years, Mr. Peckler supports many charitable organizations, including Welcome Home, a home goods pantry that provides families experiencing hardship with basic household items they need to live with dignity; Project Bread, which strives to break the cycle of hunger; and Smile Train, a nonprofit organization that transforms the lives of underprivileged children with free cleft surgery.
- EducationMr. Peckler earned his Bachelor of Arts from Tufts University.
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