About Arthur

Arthur Angulo is an Investment Associate at J.P. Morgan Wealth Management.

As a member of The DWC Team, he provides operational and financial planning support for high-net-worth clients and private business owners. Arthur's responsibilities include asset management, executing trades, wealth planning and ad hoc requests. He works diligently to deliver a stellar client experience.

Arthur graduated from the University of California at Davis with a B.A. in Spanish. With over 20 years of experience in financial services, he began his career in 2012 at Charles Schwab as a Client Specialist. Arthur then moved to Citigroup and TIAA, where he gained valuable relationship management experience. Arthur joined J.P. Morgan in 2018 and is an important member of the team.

He holds FINRA Series 7 and 66 securities licenses and Life Insurance license, and is fluent in Spanish.

Arthur was raised in Mazatlán and Northern California. He loves any activity that involves the great outdoors— trail running, skiing and biking. He is also involved in a number of charities helping to alleviate hunger.

Insights

Business Planning

Why cash flow forecasting and succession planning matter

April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Wealth Planning

Building tax-efficient equity exposure

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Where will tariff rates settle? 3 scenarios explained

April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
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