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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
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A tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read Now![](http://dynl.mktgcdn.com/p/cVUd6--VIRK1ceLbmSc_iJ_-WIqrIAl-FRYmx0bk6JU/1440x810.jpg)
Mind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now![](http://dynl.mktgcdn.com/p/mQbrAIRc3Vy-XVQhlPnO2KAw_veL1q9Q9o4NzgocV_0/1440x810.jpg)
New York estate planning
September 4, 2024When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now![](http://dynl.mktgcdn.com/p/sTo-JwUa0Bg9XvjFFJByivncYQdhsSxd2KqW1pyd5ms/1440x810.jpg)
Managing cash: Make sure your assets are well protected
September 4, 2024Choosing where and how to hold your cash reserves is an important part of your overall financial strategy.Read Now![](http://dynl.mktgcdn.com/p/uTKYmXXruUpwMEhlu_26KY2NkmUfV8BhpHB8FNcjqNE/1440x810.jpg)
Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market
September 3, 2024The latest Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market explores the outlook for an AI-driven US equity market.Read Now![](http://dynl.mktgcdn.com/p/KliVEQLV4CYvTXZk7hw2i5Wd0SVAHi-rBe0Eo54SCNk/1440x810.jpg)
3 moments that defined August
August 29, 2024As we set course for the upcoming rate cutting cycle, here’s what we learned from August’s highs and lows.Read Now![](http://dynl.mktgcdn.com/p/S_bBeVS72NzJdpFPVtgqQOfA_CaESQGcy5LdgfMaoC4/1440x810.jpg)
The importance of business cash management
August 28, 2024Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read Now![](http://dynl.mktgcdn.com/p/mDTbXbEIfW_0kwf-xbvFlywBqdA1lIIyQXZWfOvGQ9Q/1440x810.jpg)
When is the right time to buy a second home?
August 27, 2024Buying a second home is a big step on your real estate journey. To determine when the time is right, look at your finances, motivations for buying and the housing market.Read Now![](http://dynl.mktgcdn.com/p/vFGi72EXbnQr5yYPCDUnqdJu1N2sw8sgBsOI865qcHk/1440x810.jpg)
Insight 8: Work together to build a better world
August 27, 2024Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now![](http://dynl.mktgcdn.com/p/l6QhxuV4YnT2L9Df1WtuI3F8-wqEMArG4gy6laS4Y_w/1440x810.jpg)
A tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read Now![](http://dynl.mktgcdn.com/p/cVUd6--VIRK1ceLbmSc_iJ_-WIqrIAl-FRYmx0bk6JU/1440x810.jpg)
Mind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now![](http://dynl.mktgcdn.com/p/mQbrAIRc3Vy-XVQhlPnO2KAw_veL1q9Q9o4NzgocV_0/1440x810.jpg)
New York estate planning
September 4, 2024When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now![](http://dynl.mktgcdn.com/p/sTo-JwUa0Bg9XvjFFJByivncYQdhsSxd2KqW1pyd5ms/1440x810.jpg)
Managing cash: Make sure your assets are well protected
September 4, 2024Choosing where and how to hold your cash reserves is an important part of your overall financial strategy.Read Now![](http://dynl.mktgcdn.com/p/uTKYmXXruUpwMEhlu_26KY2NkmUfV8BhpHB8FNcjqNE/1440x810.jpg)
Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market
September 3, 2024The latest Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market explores the outlook for an AI-driven US equity market.Read Now![](http://dynl.mktgcdn.com/p/KliVEQLV4CYvTXZk7hw2i5Wd0SVAHi-rBe0Eo54SCNk/1440x810.jpg)
3 moments that defined August
August 29, 2024As we set course for the upcoming rate cutting cycle, here’s what we learned from August’s highs and lows.Read Now![](http://dynl.mktgcdn.com/p/S_bBeVS72NzJdpFPVtgqQOfA_CaESQGcy5LdgfMaoC4/1440x810.jpg)
The importance of business cash management
August 28, 2024Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read Now![](http://dynl.mktgcdn.com/p/mDTbXbEIfW_0kwf-xbvFlywBqdA1lIIyQXZWfOvGQ9Q/1440x810.jpg)
When is the right time to buy a second home?
August 27, 2024Buying a second home is a big step on your real estate journey. To determine when the time is right, look at your finances, motivations for buying and the housing market.Read Now![](http://dynl.mktgcdn.com/p/vFGi72EXbnQr5yYPCDUnqdJu1N2sw8sgBsOI865qcHk/1440x810.jpg)
Insight 8: Work together to build a better world
August 27, 2024Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now![](http://dynl.mktgcdn.com/p/_NobfLqa0Tuw8Wf6bLeHDLPyBU_z2doPwHX2iZ91dq4/1482x1000.png)