Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025 • 2024

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

Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
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