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Douglas John Feliciano
Portföljförvaltare-Aktier på
JPMorgan Private Wealth Advisors LLC
Profil
Mr. Douglas J.
Feliciano is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Managing Director of the firm.
He joined the firm in 2012.
He brings close to two decades of investment management experience to the wealth management team.
Before joining First Republic, he spent four years as Vice President and Portfolio Manager at Mechanics Bank.
Previously, he was at Northern Trust, where his career began.
He served as Second Vice President and Portfolio Manager designing asset allocation solutions and managing client portfolios for high net worth individuals and nonprofit clients.
Mr. Feliciano received his Bachelor of Science from Northern Arizona University with a concentration in Finance.
He is a Certified Financial Planner professional and is a member of the Financial Planning Association–San Francisco chapter.
Aktiva positioner av Douglas John Feliciano
| Företag | Position | Start |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Portföljförvaltare-Aktier | 2012-06-01 |
Tidigare kända positioner av Douglas John Feliciano
| Företag | Position | Slut |
|---|---|---|
Mechanics Bank (Walnut Creek, California)
 Mechanics Bank (Walnut Creek, California) Regional BanksFinance Provides banking services | Företagsledare/Principal | - |
The Northern Trust Co.
 The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Företagsledare/Principal | - |
Douglas John Felicianos utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
96
Första gradens relationer
4
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 4 |
|---|---|
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
Mechanics Bank (Walnut Creek, California)
Mechanics Bank (Walnut Creek, California) Regional BanksFinance Provides banking services | Finance |
Northern Arizona University
 Northern Arizona University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Northern Trust Co.
The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Finance |
