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
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
Insight 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 Now
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
How to use life insurance as a financial asset
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July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
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July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.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 NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now