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John Mulligan
Eugene Roytman, CFA®
Jonathan Muscarella
Andrew Gallagher

Adam J. Zipper

Adam Zipper

Managing Director

Adam Zipper is a Managing Director 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 a thorough evaluation of his clients’ investment objectives, Adam 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 B.B.A. from Emory University’s Goizueta Business School in 1994. He is on the Advisory Board at a not-for-profit organization called Minds Matter, a charity that helps further the education of New York City's underprivileged youth. Additionally, Adam is a member of the Leadership Council at the David Lynch Foundation. Adam lives with his wife, Michele, and their three children in downtown Manhattan.

Phone: 212.272.0394
Email: adam.zipper@jpmorgan.com

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

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The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

“J.P. Morgan Securities” is a marketing name for a wealth management business conducted by JPMorgan Chase & Co. and certain subsidiaries. J.P. Morgan Securities offers investment products, services, Clearing and Custody through J.P. Morgan Securities LLC, a member of FINRA and SIPC. Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.

Investment products: Not FDIC insured • No bank guarantee • May lose value

 
 

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