Kevin Douglas

Kevin Douglas

Wealth Manager, J.P. Morgan Private Wealth Advisors LLC
San Francisco

Kevin Douglas

Wealth Manager, J.P. Morgan Private Wealth Advisors LLC
San Francisco
  • Wealth Management Experience Since 1991
    Kevin Douglas is a Managing Director and Wealth Manager with J.P. Morgan Wealth Management. Mr. Douglas joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Douglas was a Wealth Manager at First Republic. Mr. Douglas 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,  Kevin 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.
  • Community Involvement
    Mr. Douglas serves as a board member of di Rosa Center for Contemporary Art, a non-profit organization in Napa, California.
  • Professional Designation
    He earned his Chartered Retirement Planning Counselor℠ designation through the College of Financial Planning.
  • Education
    Mr. Douglas attended Simon Fraser University in British Columbia, Canada, with a focus on Pre-Law and Political Science.
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