Gilmar ValenciaGilmar ValenciaVice PresidentRelationship Manager
About Gilmar
Gilmar Valencia is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.
Gilmar oversees the management of The Babrick Team, contributing to its smooth operations and a high-quality client experience. Gilmar has particular depth addressing the needs and interests of high-net-worth individuals and families, serving as a reliable problem-solver, an informed guide and a capable leader who orchestrates effective collaboration across the team and the wider firm.
In addition to allocating workflow and refining the team's processes and systems, Gilmar maintains steady contact with clients, keeping them apprised of the team's efforts on their behalf. A strong relationship builder and robust communicator, Gilmar takes the time to gain a detailed understanding of each client's circumstances. With that knowledge in hand, he and his colleagues look to deliver a refined level of strategy and service that reflects the nuances of each person's situation.
Gilmar draws on significant wealth management experience. Prior to moving to J.P. Morgan Wealth Management, he was a Vice President and Client Relationship Director with First Republic Investment Management. Earlier in his career, Gilmar spent more than nine years with Goldman Sachs, where he was a Vice President and Wealth Management Professional. Active in wealth management since 2008, Gilmar earned his B.S. in Finance from the University of Wisconsin—Madison.
Outside the office, Gilmar volunteers with the POSSE Foundation, an organization that identifies high school students with academic excellence and leadership potential and connects them to prestigious colleges and universities, empowering a diverse group of leaders. A resident of Century City, Gilmar has a passion for cooking and enjoys trying new restaurants in the Los Angeles area.
Insights
Are we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Insight 7: Develop a capable and committed rising generation
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July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
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Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
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July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowAre we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now