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

Wealth Planning

Providing for your loved ones during your lifetime

December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Outlook

December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts

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Business

Incentive stock options and the AMT

December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
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