Kevin Finkle Douglas

Kevin Finkle Douglas

Portfolio Manager-Aktien bei JPMorgan Private Wealth Advisors LLC

Finance
Consumer Services

Profil

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.

Aktive Positionen von Kevin Finkle Douglas

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.04.2017
Alle aktiven Positionen von Kevin Finkle Douglas

Ehemalige bekannte Positionen von Kevin Finkle Douglas

UnternehmenPositionEnde
Corporate Officer/Principal 31.12.2011
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Ausbildung von Kevin Finkle Douglas

Simon Fraser University Undergraduate Degree

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3

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