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Douglas John Feliciano
Gestore di Portafoglio-Azioni presso
JPMorgan Private Wealth Advisors LLC
Profilo
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.
Posizioni attive di Douglas John Feliciano
| Società | Posizione | Inizio |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/06/2012 |
Precedenti posizioni note di Douglas John Feliciano
| Società | Posizione | Fine |
|---|---|---|
Mechanics Bank (Walnut Creek, California)
 Mechanics Bank (Walnut Creek, California) Regional BanksFinance Provides banking services | Corporate Officer/Principal | - |
The Northern Trust Co.
 The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Corporate Officer/Principal | - |
Formazione di Douglas John Feliciano
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
98
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
