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Jason Klurfeld

Member of Board of Managers at Evercore Wealth Management

Officer record from the firm’s Form ADVForm ADV filed 31 March 2026

Jason Klurfeld is Member of Board of Managers of Evercore Wealth Management, LLC, a New York investment adviser.

Role at Evercore Wealth Management

Title on Schedule A
Member of Board of Managers
Control
Jason Klurfeld is a control person of Evercore Wealth Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jason Klurfeld has held the filed role since February 2018.

The firm

Evercore Wealth Management, LLC
New York, NY

Form ADV filed 31 March 2026

$15.5B AUM791 clients68 advisers5 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Jason Klurfeld is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Jason Klurfeld
CRD
5939782
Firm
Evercore Wealth Management, LLC
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Jason Klurfeld work?

Jason Klurfeld has been Member of Board of Managers of Evercore Wealth Management, LLC since February 2018, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Leadership at Evercore Wealth Management

Sources

  1. IAPD individual lookup, CRD 5939782. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Evercore Wealth Management, LLC, filed 31 March 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jason Klurfeld or Evercore Wealth Management, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.