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Adam Hulen Crumpler

Corient

New York, NY

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-28
  • NY RA
    APPROVED
    Since 2026-08-28

Branch Locations

101 Park Avenue Suite 3100, New York, NY 10178 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hd Vest Financial Services Irving TX 02/2015 07/2017
J.P. Morgan Securities Llc New York NY 08/2017 08/2026
H.D. Vest Advisory Services, Inc Irving TX 02/2015 07/2017
Jpmorgan Chase Bank, N.A. New York NY 05/2025 08/2026
Corient New York NY 08/2026 Present
  • 02/2015 → 07/2017
    Hd Vest Financial Services
    Irving, TX
  • 08/2017 → 08/2026
    J.P. Morgan Securities Llc
    New York, NY
  • 02/2015 → 07/2017
    H.D. Vest Advisory Services, Inc
    Irving, TX
  • 05/2025 → 08/2026
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 08/2026 → Present
    Corient
    New York, NY
Previous Registrations
  • 2017-09-06 → 2026-08-10
    J.P. Morgan Securities Llc
    New York, NY
    New York, NY
    Columbus, OH
    Columbus, OH
    Chicago, IL
    Charlotte, NC
    New York, NY
  • 2015-03-26 → 2017-07-18
    Avantax Advisory Services
    Irving, TX
  • 2010-11-11 → 2013-07-02
    Strategic Advisers Llc
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-11-10
S63 Uniform Securities Agent State Law Examination 2008-06-11
  • S66 Uniform Combined State Law Examination
    2010-11-10
  • S63 Uniform Securities Agent State Law Examination
    2008-06-11
Designations
Other Names
  • Adam Hulen Crumpler
  • Marion A Crumpler
  • Adam A Crumpler

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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