Kevin Finkle Douglas
Gestor de Cartera-Acciones en JPMorgan Private Wealth Advisors LLC .
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
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JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Gestor de Cartera-Acciones | 01/04/2017 |
Antiguos cargos conocidos de Kevin Finkle Douglas.
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Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 31/12/2011 |
Formación de Kevin Finkle Douglas.
Simon Fraser University | Undergraduate Degree |
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Empresas privadas | 2 |
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JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
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