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Jeffrey Maurer

Chairman and Member of Board of Managers at Evercore Wealth Management

Officer record from the firm’s Form ADVForm ADV filed 31 March 2026

Jeffrey Maurer is Chairman and Member of Board of Managers of Evercore Wealth Management, LLC, a New York investment adviser.

Role at Evercore Wealth Management

Title on Schedule A
Chairman and Member of Board of Managers
Control
Jeffrey Maurer is a control person of Evercore Wealth Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jeffrey Maurer has held the filed role since January 2020.

The firm

Evercore Wealth Management, LLC
New York, NY

Form ADV filed 31 March 2026

$15.5B AUM791 clients68 advisers5 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Jeffrey Maurer is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Jeffrey Maurer
CRD
4216589
Firm
Evercore Wealth Management, LLC
Record basis
Form ADV officer listing
Firm bio
evercorewealthandtrust.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Evercore identifies Jeff Maurer as Chairman. Official firm biography/team page

Common questions

Where does Jeffrey Maurer work?

Jeffrey Maurer has been Chairman and Member of Board of Managers of Evercore Wealth Management, LLC since January 2020, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Leadership at Evercore Wealth Management

Sources

  1. IAPD individual lookup, CRD 4216589. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Evercore Wealth Management, LLC, filed 31 March 2026. Title, control and ownership bands.
  3. Evercore Wealth Management team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jeffrey Maurer or Evercore Wealth Management, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.