Lindsay AdamsonLindsay AdamsonClient Associate
About Lindsay
Lindsay Adamson is a Client Associate at J.P. Morgan Wealth Management.
As a member of The JMT Group, Lindsay is focused on customer service and operational support for the team's client base, which includes high-net-worth individuals, small business owners and retirees. Her responsibilities include onboarding procedures, fund transfers, monitoring transactions and maintaining account records. She works diligently to deliver an excellent customer experience.
Lindsay graduated from the Musician's Institute with an A.A. in Vocal Performance. Following a role as a vocal coach, she pivoted to a career in financial services in 2016 as a Director of First Impressions at Wells Fargo Private Bank. There, she moved to a position at First Republic, where she sharpened her professional skills. She joined J.P. Morgan with her team in 2023.
A Bay Area native, Lindsay is an avid San Jose Sharks fan. In her free time, you can catch her singing karaoke or wine tasting along with her friends and her boyfriend of ten years.
Wealth Planning
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Wealth Planning
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Wealth Planning
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Wealth Planning
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November 21, 2025While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowInvesting
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November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read NowWealth Planning
Changing your state of residence
November 21, 2025When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read NowMarkets and Economy
Delayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read NowWealth Planning
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What is umbrella insurance and why might I need it?
November 18, 2025Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read NowBusiness Planning