Adam HandalyAdam HandalyExecutive DirectorWealth Advisor
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Top Wealth Advisors Best-In-State
2026 • 2025
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
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May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read NowRetirement
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May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowFamily Legacy
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