Awards and Industry Recognition

Forbes

America's Top Wealth Advisors
2019
Top Wealth Advisors Best-In State
2024 • 2023 • 2022 • 2021 • 2020

About Douglas

Douglas Fiek is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

Doug provides customized advice and sustained guidance to families, technology entrepreneurs, and senior executives, assisting them to effectively grow, preserve, and deploy their wealth. He deliberately serves a limited number of clients, often working with two or three generations of family members, offering personalized attention and customized portfolios. With close to 30 years of investment experience, Doug's knowledge spans various market cycles. As a CPA by background, having worked at Price Waterhouse, he is bred for investing with tax efficiency in mind and for transferring and distributing wealth in a tax efficient manner. Passionate about people and investment markets, Doug brings genuine enthusiasm to his role and is gratified to impact client lives measurably.

Doug joined J.P. Morgan Wealth Management in 2023 after seven years with First Republic Private Wealth Management, where he served as a Managing Director and Portfolio Manager. Doug's career also includes two decades with Credit Suisse, and its predecessor firm, Donaldson, Lufkin & Jenrette. He earned his B.A. in Economics from the University of California, Berkeley, and his M.B.A. from the Anderson School of Management at UCLA.

Doug and his wife live in Marin County and are transitioning to a life with more free time on the weekend, with three children in college and one finishing up high school. A fitness enthusiast, Doug cycles a 30-mile round trip route across the Golden Gate Bridge daily for his commute to work. He also enjoys traveling, yoga, home improvement projects, and gardening.

Insights

Retirement

3 ways to stay active while in retirement

April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Wealth Planning

Four mistakes with life insurance you don’t need (or want) to make

April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read Now
Outlook

Quick Shot: Geopolitical unrest: Assessing market implications

April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now
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