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About Joel

Joel Kaufman is an Associate and Wealth Advisor at J.P. Morgan Wealth Management.

An integral member of The Lynch Inserra Kaufman Team, Joel brings nearly five decades of wealth management experience and a deep understanding of market dynamics to his role. The group relies on his wisdom, insights and practical advice gleaned from his success in partnering with clients in pursuit of their wealth goals.

Joel joined J.P. Morgan Wealth Management with the team in 2023. Over the course of his long-standing financial services career, he has worked at First Republic and UBS Financial Services alongside his son, Craig. Previously, he served at Morgan Stanley, Paine Webber and Lehman Brothers, where he began his career in 1976.

Joel is a financial professional with the heart of a teacher. He earned an M.S. in Education from Fordham University and a B.S. in Education from SUNY Oneonta. He splits his time between New Jersey and Florida.



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