Maximillian Forrest Grascher

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2026 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 06/2026 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 01/2017 → 06/2026
  Ubs Financial Services
  New York, NY
• 06/2015 → 12/2016
  Milbank Llp
  New York, NY

Previous Registrations

• 2017-04-10 → 2026-06-10
  Ubs Financial Services Inc.
  Boston, MA
  Weehawken, NJ
  Weehawken, NJ
  Charlotte, NC
  New York, NY
  Long Island City, NY

Other Businesses

Entity Name: Courtside Moms Media Productions Investment related: No Address: Carnegie, PA https://www.courtsidemomsmedia.com/#about Nature of the other business: Sports Position/Title/Relationship: Board Member Start Date: 05/15/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Courtside Moms Media is a platform founded by the mothers of two professional basketball players that empowers the moms of professional athletes to share their authentic stories and shape the narrative. CMM hosts informational educational panels on various topics, from financial literacy to mental health, and guides and supports families in raising young athletes, aiming to make their transition smoother and enriched with helpful information and resources.

Exams

• S66 Uniform Combined State Law Examination
  2017-04-07

Other Names

• Max Forrest Grascher