Awards and Industry Recognition

Forbes

America's Top Wealth Advisors
2019
Top Wealth Advisors Best-In State
2025 • 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

Family Legacy

Insight 7: Develop a capable and committed rising generation

August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Outlook

July Jobs report highlights US job growth has slowed significantly; markets react negatively

August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Markets

Differentiating large from small: Firm size and exposure to trade tensions

August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
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