J.P. Morgan Wealth Management Boston (Federal Street)

Rick Penafiel,  Regional Director headshot image

Rick Penafiel

Regional Director

Our Boston Advisors work with every client, to help identify and prioritize what is important to them and their families, which helps to realize those objectives. We understand that wealth and investment returns are only the means to an end—a means to helping you live the life you want and achieve the goals you desire, for you, your family, and future generations. Along the way, your advisor will guide you to keep you focused on your goals, whether short- or long-term. We look forward to working with you.

Our Services

Your advisor is your personal guide to the full range of J.P. Morgan's capabilities, providing a single point of access for managing your entire financial life.

Wealth Planning

We combine industry-leading analysis with individualized strategies to help you grow, protect and transfer your wealth by managing your taxes and cash flow.

Investment Management

We provide tailored portfolio management informed by J.P. Morgan’s proprietary data and research, helping you best allocate your assets and capitalize on emerging market trends.

Banking

Our dedicated banking specialists are experts at helping you simplify your finances, and our digital banking tools allow you to securely access and manage your money whenever you need to.

Lending

We offer a wide range of tailored lending options, including individualized credit strategies, securities-backed lending and personalized financing, backed by the strength of J.P. Morgan.

Boston Teams

Insights

Markets and Economy

The case against gold and why it’s wrong

February 13, 2026Delve into the factors driving gold's rally and the risks that could undermine its performance.Read Now
Markets and Economy

January jobs report shows 130,000 new jobs, slightly lower unemployment: What it signals for 2026

February 12, 2026The January jobs report offers an early read on the 2026 labor market. Learn what the latest employment data may signal for growth, inflation and interest rates.Read Now
Markets and Economy

What you need to know about the affordability debate

February 11, 2026Why does weak consumer sentiment diverge from market optimism – and what might policymakers do about it? Read our Global Investment Strategy team’s full report.Read Now

About Us

At J.P. Morgan Wealth Management, we will work closely with you to understand your unique needs and create solutions designed to help you meet your financial goals. Our experienced advisors excel at tailoring individual portfolios utilizing J.P. Morgan’s robust investment capabilities.
Careers at J.P. Morgan Wealth Management Boston
J.P. Morgan Wealth Management offers financial advisors the best of both worlds -- a boutique and a global powerhouse. As an advisor at J.P. Morgan, you would have access to award-winning teams across the firm, top-notch research and thought leadership – all backed by a fortress balance sheet.