
Douglas FelicianoDouglas Feliciano, CFP®Managing DirectorWealth Partner
Awards and Industry Recognition




Forbes
About Douglas
Douglas Feliciano is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As a co-founder of The Alta Group, Douglas provides tailored strategies and wealth-management advice to high-net-worth individuals, families and their businesses, helping them discern what they want to accomplish with their wealth and delineating a thoughtful pathway to those priorities. With investment experience dating from 2000, he offers a seasoned perspective on the capital markets, sharing the knowledge he has gained to help clients navigate diverse investment conditions with poise and confidence.
Clients from varied paths engage Douglas's advice. Many are wealth creators who have competing demands for their time and attention. Others are people nearing retirement or already enjoying that milestone, who appreciate the direction and coordination Douglas can provide. And still others are business owners in need of retirement planning for themselves and their employees. To each of these relationships, Douglas is gratified to educate people about their options, enhancing their long-term financial security. Mutual trust is the foundation of his approach: "I look to be a steadfast presence in clients' lives," he notes, "looking out for their well-being and grounding my work in integrity."
Prior to joining J.P. Morgan Wealth Management in 2023, Douglas was a Managing Director and Wealth Manager at First Republic Private Wealth Management, which he joined in 2012. Earlier, he spent more than four years as Vice President and Portfolio Manager at Mechanics Bank. Douglas began his investment career in 2000 with Northern Trust, where he served as Second Vice President and Portfolio Manager, designing asset allocation strategies and managing client portfolios for high-net-worth individuals and nonprofit clients. A graduate of Northern Arizona University, he earned his B.S. with a concentration in Finance. Eager to bring clients forward-looking advice, he is a CERTIFIED FINANCIAL PLANNER® professional—considered the pinnacle attainment within financial planning.
Douglas is a member of the Financial Planning Association of San Francisco. He is also active with The Guardsmen, a men's nonprofit organization in San Francisco that raises money to send disadvantaged Bay Area children to school and summer camp.
Douglas and his wife, Vanessa, have two children. In his free time, he enjoys cycling, horseback riding and traveling.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights

Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now