Jonathan CrawleyJonathan CrawleyWealth Advisor
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About Jonathan
Jonathan Crawley is a Wealth Advisor with J.P. Morgan Wealth Management.
Jon and his team cultivate and manage relationships for a variety of clients including wealthy individuals, executives, entrepreneurs, institutions, and foundations. He prides himself on having in-depth conversations with clients, collaboratively discovering their financial needs and working with them to propose tailored solutions in a consultative approach.
Jon has 15 years of experience in the financial services industry. He began his career as a Financial Advisor at Ameriprise Financial in 2007, and moved to a J.P. Morgan predecessor firm in 2008. In 2015, he became a Vice President—Investments at Raymond James and Associates. He returned to The Dolgoff Group at the end of 2016.
A graduate from Syracuse University, Jon holds a B.A. in History. He lives in Boston with his wife, Viktorija, daughter, Stella and son, Brian. Jon enjoys basketball, exercise and Brazilian Jiu-Jitsu.
Insights
Outlook
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Retirement
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Retirement
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Wealth Planning
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Wealth Planning
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read NowOutlook
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowRetirement
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowInvesting
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowMarkets
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read NowBusiness
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowRetirement
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInvesting
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
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