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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