Kevin Finkle Douglas

Kevin Finkle Douglas

Gestor de Cartera-Acciones en JPMorgan Private Wealth Advisors LLC .

Finance
Consumer Services

Perfil

Mr. Kevin F.
Douglas is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Managing Director of the firm.
He brings forth over two and a half decades of experience in private wealth management and serves as trusted advisor for a select group of high net worth families, closely held business owners, and not for profit organizations primarily in Northern California with all aspects of Wealth Management.
As a trusted advisor and Chartered Retirement Planning Counselor professional, with extensive experience weathering a broad range of market cycles, He and his team work closely with each client to deliver independent and unbiased advice and financial planning solutions to help each achieve and retain financial independence.
Mr. Douglas was previously employed as a Senior Vice President & Private Wealth Manager by Merrill Lynch, Pierce, Fenner & Smith, Inc. Mr. Douglas attended Simon Fraser University in British Columbia, Canada, with a focus on Pre-Law and Political Science.
He earned his Chartered Retirement Planning Counselor designation though the College of Financial Planning.

Cargos activos de Kevin Finkle Douglas

EmpresasCargoInicio
Gestor de Cartera-Acciones 01/04/2017
Todos los cargos activos de Kevin Finkle Douglas

Antiguos cargos conocidos de Kevin Finkle Douglas.

EmpresasCargoFin
Corporate Officer/Principal 31/12/2011
Ver el detalle de la experiencia de Kevin Finkle Douglas.

Formación de Kevin Finkle Douglas.

Simon Fraser University Undergraduate Degree

Experiencias
Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Ver el detalle de la experiencia de Kevin Finkle Douglas.

Relaciones

100 +

Relaciones de 1er grado

3

Empresas vinculadas al 1er grado

Hombre

Mujer

Administradores

Ejecutivos

Consultar la red personal

Empresas relacionadas

Empresas privadas2

Finance

Finance

Ver las conexiones de la empresa
  1. Bolsa de valores
  2. Insiders
  3. Kevin Finkle Douglas