J.P. Morgan Wealth Management Washington

Rick Penafiel,  Regional Director headshot image

Rick Penafiel

Regional Director

Our Washington, D.C. Financial Advisors explore the values and goals of every client, to discover what's most important to you and address any challenges that you may face. • Do you feel confident that your family's wealth assets can sustain your lifestyle and legacy goals? • Are you prepared for your company’s future sale? • Have you considered whether your equity compensation and benefits are optimized for your pending retirement? With a focus on these critical issues, our Advisors leverage the full range of wealth management resources at J.P.Morgan in order to use strategies and methods tailored to help meet your specific needs. We look forward to partnering together with you.

Our Services

Your advisor is your personal guide to the full range of J.P. Morgan's capabilities, providing a single point of access for managing your entire financial life.

Wealth Planning

We combine industry-leading analysis with individualized strategies to help you grow, protect and transfer your wealth by managing your taxes and cash flow.

Investment Management

We provide tailored portfolio management informed by J.P. Morgan’s proprietary data and research, helping you best allocate your assets and capitalize on emerging market trends.

Banking

Our dedicated banking specialists are experts at helping you simplify your finances, and our digital banking tools allow you to securely access and manage your money whenever you need to.

Lending

We offer a wide range of tailored lending options, including individualized credit strategies, securities-backed lending and personalized financing, backed by the strength of J.P. Morgan.

Insights

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

Navigating uncertainty: A path for business owners

February 23, 2026With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Family Legacy

Driving value: Lending strategies for auto collectors

February 23, 2026Financing for iconic automobiles can turn your passion into a powerful financial tool. Read more about lending strategies and how you can leverage them for success.Read Now
Wealth Planning

What are the tax changes for 2026?

February 23, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read Now

About Us

At J.P. Morgan Wealth Management, we will work closely with you to understand your unique needs and create solutions designed to help you meet your financial goals. Our experienced advisors excel at tailoring individual portfolios utilizing J.P. Morgan’s robust investment capabilities.
Careers at J.P. Morgan Wealth Management Washington, DC
J.P. Morgan Wealth Management offers financial advisors the best of both worlds -- a boutique and a global powerhouse. As an advisor at J.P. Morgan, you would have access to award-winning teams across the firm, top-notch research and thought leadership – all backed by a fortress balance sheet.