Kevin Finkle Douglas

Gestionnaire de Portefeuille-Actions chez JPMorgan Private Wealth Advisors LLC

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.

Postes actifs de Kevin Finkle Douglas

Sociétés	Poste	Début
JPMorgan Private Wealth Advisors LLC	Gestionnaire de Portefeuille-Actions	01/04/2017

Anciens postes connus de Kevin Finkle Douglas

Sociétés	Poste	Fin
Merrill Lynch, Pierce, Fenner & Smith, Inc.	Corporate Officer/Principal	31/12/2011

Formation de Kevin Finkle Douglas

Simon Fraser University

Undergraduate Degree