Adam CrumplerAdam Crumpler, CFP®Private Wealth Planner
About Adam
Adam Crumpler is a Private Wealth Planner at J.P. Morgan Wealth Management, covering the New York City region.
As a CERTIFIED FINANCIAL PLANNER® professional, Adam partners with clients to align their financial strategies with their goals and priorities. Drawing on nearly 20 years in the financial services industry, he provides guidance across wealth and retirement planning—including advice on employer retirement plans and IRAs—with a focus on helping clients pursue immediate and long-term objectives.
Adam joined J.P. Morgan in 2017, from a Financial Planning Consultant role at Kirsch & Associates, a boutique advisory firm focused on supporting widows.
He was previously a Financial Advisor at Fidelity, where he launched his career in 2007. Adam holds an M.B.A. from the University of Chicago Booth School of Business and, reflecting his belief in the value of goals-based planning in deepening client relationships, earned the CFP® designation from the University of Dallas.
Outside of work, Adam enjoys exploring New York City with his wife, Lindsey, and their miniature dachshund, Malia. He is committed to supporting and serving within organizations that promote animal welfare, adoption assistance and services for disadvantaged senior citizens.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read NowPlanning for your family and terminal illness
September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read NowAligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now5 generational shifts reshaping family wealth planning today
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September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowA historical look at the giving season
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