Advisor at J.P. Morgan Securities
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
J.P. Morgan Securities
Location
Miami, FL 33131
Credentials
Series 66
Industry experience
1 year
Maximilian Gieseman is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. He has held positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as experience at the University of Miami and ScienceLogic. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm operates with a non-discretionary program model and combines institutional advisory services with affiliated brokerage and investment management capabilities.
Based on J.P. Morgan Securities
$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable
Account minimum: $25 million
1450 Brickell Ave, Floor 16
Miami, FL 33131
Florida · Texas
J.P. Morgan Securities
2024 - Present (2 years)
JPMorgan Chase Bank, N.A.
2024 - Present (2 years)
Unemployed
2024 - 2024 (1 year)
J.p. Morgan & Chase
2023 - 2023 (1 year)
University of Miami
2022 - 2022 (1 year)
Sciencelogic
2022 - 2022 (1 year)
Sciencelogic
2021 - 2021 (1 year)
University of Miami
2020 - 2024 (4 years)
Unemployed
2014 - 2020 (6 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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Mendoza Private Wealth
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Private Lane Capital, LLC
Series 65
Miami, FL
BlueReef Capital
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