Adam Gelmon CFP®

Adam Gelmon CFP®

Partner, Vice President Wealth Manager

Adam Gelmon, a Partner Vice President, Wealth Manager, CFP. CERTIFIED FINANCIAL PLANNER ™ professional at Steward Partners Global Advisory. Adam provides broad based support for his team’s wealth and portfolio management services, with a particular focus on client relationships. He regularly speaks with clients to answer their questions about securities and portfolio analysis, and performs financial analytics for wealthy families, high-net-worth individuals, corporate executives, retirees, and small business entrepreneurs.

On top of providing traditional asset allocation and portfolio management services, Adam’s team works with many clients who have accumulated concentrated stock positions in one or a few specific companies. As a key contact in every client relationship, Adam helps explain the various monetization and diversification strategies that can be used to help mitigate risk and exposure for those clients, and then works with Executive Director Amy Sabin to put those strategies into action.

Adam also focuses on the challenges associated with tax management and wealth preservation. He works with clients to keep them cognizant of their financial picture both in the moment and looking out toward their retirement, and leverages the resources at J.P. Morgan to help make them aware of products that are appropriate for their needs both now and into the future.

Adam joined J.P Morgan in 2012, after graduating with a B.B.A. degree in Finance from Northwood University in Dallas, where he was named a National Association of Intercollegiate Athletics (NAIA) Scholar Athlete recipient. When he isn’t working to build his career, he likes to play golf.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.

Phone 469-857-1511