Adam HandalyAdam HandalyExecutive DirectorWealth Advisor
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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
If the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read Now
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May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read NowIf the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read NowWhat is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowWhat motivates borrowers to leverage different lines of credit?
May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read NowFamily wealth services: Building in a more holistic approach to wealth management
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 NowThe value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowJ.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read NowHelping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowHow parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read NowThe U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read Now