Kevin DouglasKevin Douglas, CRPC®Managing DirectorWealth Partner
About Kevin
Kevin Douglas is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Kevin draws from more than 30 years of private wealth management experience to advise a range of highly successful clients. He believes that going the extra mile for them is never going out of his way. Kevin has helped clients explore the sale of a business, consolidate multiple retirement plans, address the needs of different family members, and satisfy the retirement goals of their employees. He has also celebrated their weddings and anniversaries and sat with their families during stressful times.
One of Kevin's key offerings is his rich repository of knowledge and best practices. He shares—in a discreet manner—the financial strategies that similarly situated clients have found effective. This not only leads to proven ideas for meeting an array of challenges, but also to ongoing education that encourages clients to learn from others.
Kevin joined J.P. Morgan from First Republic, where he was a wealth manager for eleven years. He launched his financial career in 1991 at Merrill Lynch and Bank of America. A native of Canada, Kevin studied political science and philosophy at Simon Fraser University in British Columbia. He holds the Chartered Retirement Planning CounselorSM (CRPC®) designation.
Kevin, his wife, Nicole (a family therapist), and their two children live in Sonoma County. He loves the great outdoors—fishing, kayaking, snowmobiling, snowboarding and dirt bike riding near his family's cabin in Bear Valley. Kevin is a former board member of di Rosa Center for Contemporary Art, a non-profit organization in Napa, California.
Chartered Retirement Planning CounselorSM or CRPC®are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Insights
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read Now
Providing for your loved ones during your lifetime
December 15, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read Now
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
December 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read Now
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read Now
Donor-advised funds vs. private foundations: How to choose your giving strategy
December 11, 2025Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read Now
Your values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowUS added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read NowShifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read NowProviding for your loved ones during your lifetime
December 15, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read NowShock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read NowDecember 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read NowPlanning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read NowDonor-advised funds vs. private foundations: How to choose your giving strategy
December 11, 2025Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read NowYour values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now