Dominic GastelumDominic GastelumClient Associate
About Dominic
Dominic Gastelum is a Client Associate at J.P. Morgan Wealth Management.
Dominic is an integral member of The Soja West Group, helping to advance streamlined operations for clients and their families. He applies the knowledge he has gained from working with an accomplished clientele, sensitive to their distinctive priorities and interests. With his attention to detail, strong analytical skills and commitment to delivering reliable service, Dominic offers a personalized approach that supports clients in pursuing their financial goals.
Within the team, Dominic has particular depth in trading operations, working in concert with the team's partners. He continually seeks opportunities to expand his knowledge and enhance his skills. Dominic's unwavering dedication to professional growth enables him to navigate the ever-evolving financial landscape with confidence.
Prior to moving to J.P. Morgan Wealth Management with his team in 2023, Dominic spent more than four years at First Republic, including two years as a Registered Client Service Associate within Private Wealth Management and two years with First Republic Bank. He has worked in the banking and investment field since 2019.
Dominic earned his B.A. in Economics with a concentration in Computer Science from California State University—Sacramento. He holds FINRA Series 7 and 66 securities licenses.
Insights
What will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
A loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
We need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Your house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
How did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read Now
October 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read Now
How to title your assets
November 14, 2024Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read Now
What strategies could you use now for more charitable impact – and lower taxes?
November 14, 2024Combine tax-loss harvesting with charitable gifting of appreciated securities to enhance your giving and gain tax relief.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHow did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowOctober 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read NowHow to title your assets
November 14, 2024Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read NowWhat strategies could you use now for more charitable impact – and lower taxes?
November 14, 2024Combine tax-loss harvesting with charitable gifting of appreciated securities to enhance your giving and gain tax relief.Read Now