Adam J. Zipper
Adam is a Financial Advisor who joined J.P. Morgan Securities' predecessor firm, Bear Stearns Private Client Services, in February 2009. With over 20 years of experience in the financial services industry, Adam provides comprehensive wealth management services to high net worth individuals, family offices and institutional clients. After thorough evaluation of each client's investment objectives, Adam typically builds customized portfolios to help meet their financial goals.
Prior to joining J.P. Morgan Securities, Adam spent nearly 13 years at Smith Barney, where he oversaw over $1 billion of client assets and was a member of the firm's Director's Council. He began his career at Bear Stearns where he worked with a senior investment professional servicing high net worth families and institutions.
Adam received his BBA from Emory University's Goizueta Business School in 1994. He is a director of the financial development team at a not-for-profit organization called Minds Matter where he helps raise money for the education of New York City's underprivileged youth. Additionally, Adam is a member of the New York Advisory Council at the David Lynch Foundation. Adam lives with his wife, Michele, and their three children in Manhattan's Upper East Side.
Registered States: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, IO, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY