Craig Valdes

Craig Valdes

Wealth Manager, J.P. Morgan Wealth Management
San Francisco
Industry Accolades
  • Best-in-State Wealth Management Teams
    Forbes, 2023

Forbes/SHOOK Top Wealth Management Teams Best-In-State (1/12/23). Data as of 3/31/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Craig Valdes

Wealth Manager, J.P. Morgan Wealth Management
San Francisco
  • Wealth Management Experience Since 1982
    Craig Valdes is a Managing Director and Wealth Manager with J.P. Morgan Wealth Management. Mr. Valdes joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Valdes was a Wealth Manager at First Republic since 2015. Before joining First Republic, Mr. Valdes spent nine years as a Portfolio Manager at Malcolm H. Gissen & Associates Inc. where he provided investment management services to high net worth individuals. Prior to Malcolm H. Gissen & Associates Inc., Mr. Valdes was a Co-Founder and Senior Portfolio Manager at Genesis Capital Management, LLC, where he managed all aspects of the client business and implemented proprietary investment strategies intended to help achieve his client's financial goals.
  • Education
    Mr. Valdes studied Finance and Economics at the University of Nevada, Las Vegas.
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