Eric CastilloEric CastilloInvestment Associate
About Eric
Eric Castillo is an Investment Associate at J.P. Morgan Wealth Management.
Eric has over nine years of financial services experience. He transitioned from Chase Consumer & Community Banking to J.P. Morgan's Wealth Management Division in 2022 to focus exclusively on Corporate Cash Management with Melissa Whitney and her team.
Eric's responsibilities include onboarding procedures, client service support, and coordinating the operational aspects of the team. He serves as a dedicated resource for all client concerns, and works diligently to deliver an excellent customer experience while creating quality relationships built around trust.
Eric received a B.S. in Finance and an M.B.A. from San Jose State University. Eric was born and raised in Oakland, CA., where he continues to live. In his spare time, he enjoys exploring the Bay Area Latin dance and food scene.
Insights
Family Legacy
How to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Markets and Economy
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Retirement
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Wealth Planning
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Markets and Economy
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Cybersecurity
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Markets and Economy
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Cybersecurity
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read NowFamily Legacy
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What happened at Kevin Warsh’s first Fed meeting as chair? 3 key takeaways from the June 2026 FOMC decision
June 18, 2026The Federal Reserve held rates steady at its June meeting, which was also Kevin Warsh’s first meeting as chair. Here’s what the dot plot, policy statement and press conference signaled for interest rates in 2026 and beyond.Read NowMarkets and Economy
$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read NowRetirement
What is a backdoor Roth IRA?
June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read NowWealth Planning
When is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read NowMarkets and Economy
The IPO wave is historic. So is today’s market.
June 12, 2026A surge in new equity offerings is coming at a time of immense scale and depth in the U.S. stock market.Read NowCybersecurity
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June 8, 2026The June FOMC meeting will be Kevin Warsh's first as chair. His communication style and handling of the policy statement may offer early signals about how he plans to lead the Federal Reserve moving forward.Read NowCybersecurity
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