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    Kaled Rocha

    Vice President - Investments, Private Client Advisor at JP Morgan Wealth Management

    Kaled Rocha is a Vice President - Investments and Private Client Advisor at J.P. Morgan Wealth Management.12 He has over 15 years of experience in financial services1 and holds the WMCP® (Wealth Management Certified Professional) designation.5 Rocha is based in Houston, TX.24

    As of March 2025, Kaled Rocha is actively involved in providing investment advice and insights. He recently shared a post about navigating rate risks on February 28, 2025.5 His expertise includes portfolio management, as evidenced by his discussions on how investors can position their portfolios.3

    Rocha is registered as both an Investment Adviser and a Broker, regulated by FINRA.47 He has worked with at least two firms throughout his career and holds 16 licenses.4 Notably, Rocha has no disclosures on his record, which suggests a clean professional history.47

    In addition to his professional responsibilities, Rocha engages in discussions about market trends and economic reports. He has commented on topics such as the performance of bonds in different rate environments5 and provided mid-year market assessments.6

    Related Questions

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    Kaled Rocha
    Kaled Rocha, photo 1
    Kaled Rocha, photo 2
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    Location

    Houston, Texas, United States