Arthur AnguloArthur AnguloInvestment Associate
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
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December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
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Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read NowRetirement
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read NowWealth Planning
Providing for your loved ones during your lifetime
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Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read NowMarkets and Economy
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read NowMarkets and Economy
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read NowFamily Legacy
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read NowInvesting
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read NowMarkets and Economy
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December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
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