Rafael UrquidiRafael UrquidiExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Rafael
Rafael Urquidi is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
As the lead of portfolio execution and capital markets research for The Churchill Group, Rafael manages multi-asset discretionary portfolios and cross-asset execution and trading for J.P. Morgan clients. He draws on his broad investment experience and the research resources of J.P. Morgan to conduct and provide extensive market commentary and economic analysis.
Rafael holds a B.S. in Finance, a B.S. in Economics and a minor in French from the University of South Carolina. He has over 20 years of finance and investment industry experience. Before joining J.P. Morgan, he was a Senior Vice President at Wells Fargo, Vice President at Credit Suisse and Investment Associate at UBS.
Devoted to his community, Rafael is actively involved with numerous organizations: ICU Baby, Sylvester Cancer Center at the University of Miami, and St. Stephens Episcopal Day School as part of their Endowment Investment Committee. He is passionate about the outdoors and enjoys road and mountain biking, surfing and snowboarding. He lives in Coral Gables with his wife, their three children and two dogs.
Insights
Losing a loved one: A checklist of tasks to consider
October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read Now
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October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read NowLosing a loved one: A checklist of tasks to consider
October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read NowAsset titling: How to title your assets for estate planning
October 23, 2026Asset titling can help ensure that your property and investments are passed down the way you intend. Learn how individual, joint, pay-on-death and trust ownership options compare.Read NowCredit markets look for AI’s weak links
October 23, 2026The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.Read NowShould you consider options trading or skip it?
October 22, 2026Should you trade options? Learn how to decide if they fit your financial goals and risk tolerance.Read NowParents: 5 ways to teach your kids about financial fraud
October 21, 2026With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowCaring for aging relatives: financial conversations and planning
October 21, 2026As your parents, in-laws and other loved ones grow older, you may need to be more involved in their care, including financial conversations and planning.Read NowHow to protect your privacy with smart devices at home
October 19, 2026All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHelping older and vulnerable loved ones avoid scams
October 19, 2026Older and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowInflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read Now