Rafael UrquidiRafael UrquidiExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
Top Wealth Management Teams Best-In-State
2026
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
Banking
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February 26, 2026You can deepen your relationship with your bank and streamline your wealth management when you opt to bank, invest and plan under the one financial firm.Read Now
Family Legacy
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Wealth Planning
What are the tax changes for 2026?
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Wealth Planning
What are Employee Stock Ownership Plans (ESOPs)?
February 23, 2026An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that provides employees with ownership interest in the company. Read more here.Read Now
Business Planning
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Markets and Economy
Why AI might strain the economy before it booms
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The case against gold and why it’s wrong
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Markets and Economy
January jobs report shows 130,000 new jobs, slightly lower unemployment: What it signals for 2026
February 12, 2026The January jobs report offers an early read on the 2026 labor market. Learn what the latest employment data may signal for growth, inflation and interest rates.Read Now
Markets and Economy
What you need to know about the affordability debate
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 NowBanking
Building a better banking relationship: Q&A with Angelena Mascilli
February 26, 2026You can deepen your relationship with your bank and streamline your wealth management when you opt to bank, invest and plan under the one financial firm.Read NowFamily Legacy
Driving value: Lending strategies for auto collectors
February 23, 2026Financing for iconic automobiles can turn your passion into a powerful financial tool. Read more about lending strategies and how you can leverage them for success.Read NowWealth Planning
What are the tax changes for 2026?
February 23, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read NowWealth Planning
What are Employee Stock Ownership Plans (ESOPs)?
February 23, 2026An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that provides employees with ownership interest in the company. Read more here.Read NowBusiness Planning
Navigating uncertainty: A path for business owners
February 23, 2026With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowMarkets and Economy
Why AI might strain the economy before it booms
February 20, 2026Artificial intelligence (AI) could suppress demand before productivity gains are felt as adoption spreads, prompting widespread job displacement.Read NowMarkets and Economy
The case against gold and why it’s wrong
February 13, 2026Delve into the factors driving gold's rally and the risks that could undermine its performance.Read NowMarkets and Economy
January jobs report shows 130,000 new jobs, slightly lower unemployment: What it signals for 2026
February 12, 2026The January jobs report offers an early read on the 2026 labor market. Learn what the latest employment data may signal for growth, inflation and interest rates.Read NowMarkets and Economy
What you need to know about the affordability debate
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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