About Adam

Adam Handaly is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.

Adam Handaly serves high-net-worth clients and small business owners with comprehensive wealth management services. He has spent his entire career, spanning over 16 years, in financial services and portfolio management.

Employing a collaborative process that begins with open communication, Adam works with his clients to identify goals, assess risk guidelines and create an integrated asset allocation to help them reach their financial objectives. He selects equity funds, third-party managers and individual fixed income vehicles as part of each comprehensive allocation.

His tenure with J.P. Morgan has given Adam deep insight into markets and portfolio construction, and how the firm's resources can be called upon to aid clients with complex financial needs.

Adam earned a Bachelor of Arts in Economics from the University of Washington. In 2008, he segued with his team to J.P. Morgan from its predecessor firm Bear Stearns. He began his career at Oppenheimer & Co. in 2001.

Insights

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
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