Douglas FelicianoDouglas Feliciano, CFP®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
Barron's
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
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
What to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
AI scams, deepfakes, impersonations … oh my!
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Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As 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
The 2026 US labor market is ‘not collapsing’: Jobs, unemployment, wage growth and hiring trends so far
July 14, 2026Recent jobs reports in 2026 showed slower payroll gains and falling participation, despite low unemployment. See what wages, JOLTS openings and Fed-watch indicators mean for workers, employers and investors.Read Now
2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As 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 NowThe 2026 US labor market is ‘not collapsing’: Jobs, unemployment, wage growth and hiring trends so far
July 14, 2026Recent jobs reports in 2026 showed slower payroll gains and falling participation, despite low unemployment. See what wages, JOLTS openings and Fed-watch indicators mean for workers, employers and investors.Read Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now