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

Select this article to learn more about our latest insights
Wealth Planning

When does it make sense for a trust to own your life insurance policy?

December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Select this article to learn more about our latest insights
Family Legacy

Selecting the right assets to give to charity

December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
Retirement

How to manage financial goals during retirement

December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.