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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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
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January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read Now
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Fed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read Now
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Family Legacy
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Software shock: AI’s broken logic
February 6, 2026Software rout sparks indiscriminate selling despite long-term artificial intelligence (AI) winners.Read NowMarkets and Economy
Fiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowMarkets and Economy
Fed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowInvesting
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January 26, 2026Why we think alternatives are no longer optional.Read NowCybersecurity
3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowMarkets and Economy
Debunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read NowWealth Planning
New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowFamily Legacy
Family governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read Now
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