Daniel WarrenDaniel WarrenExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Daniel
Daniel Warren is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
As a partner of The Corbett, Mason, and Warren Group, he delivers comprehensive investment advisory services to a select group of high-net-worth individuals, C-suite executives, and corporations to help address the full range of their sophisticated requirements.
Dan has distinctive capabilities to support executives with concentrated equity positions. His targeted knowledge of stock options, restricted stock awards and 10b5-1 trading plans enables him to help clients diversify their holdings and make the most of their equity compensation programs. His command of 10b5-1 plan design and administration, reporting obligations and regulatory policies facilitates the full compliance of procedures and deadlines.
As a natural complement to his executive service offerings, Dan furnishes institutional-quality financial advisory guidance to help manage the full complement of individualized wealth management objectives, financial planning, coordinating with a client's accountant and estate planning attorney, and strategic investments. Dan's approach is proactive and he builds a rapport to establish trusted relationships. He likes the intellectual challenge of making the complex simple and helps ensure that nothing falls through the cracks.
Dan is a graduate of Bryant University where he earned a B.S. in Finance. With nearly 20 years of industry experience, he joined The Corbett, Mason, and Warren Group at Bear Stearns immediately out of college. Most recently, the team was at Morgan Stanley before transitioning to J.P. Morgan in 2017. A student of the markets, Dan is pleased to offer clients high-quality support through the resources of one of the most respected banks in the world.
Dan resides in Rehoboth, MA, with his wife and two children. In his down time, he enjoys sailing, racing and spending time with his family on the water and in outdoor pursuits.
Insights
‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read Now
Insight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read Now
How AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read Now
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
Gold as a safe haven for investors – and how it can work in a diversified portfolio
August 24, 2026Gold can be a safe haven and still rise alongside stocks. Here’s what drives gold, how it can diversify a portfolio and why our strategists still like it for the rest of 2026.Read Now
The Great Wealth Transfer: Estate planning, gifting and tax strategies for ’givers’
August 24, 2026Learn the pros and cons of lifetime giving, trusts and wills, and setting clear expectations for heirs when passing down wealth to the next generation.Read Now
From Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read Now
Endowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read Now‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read NowInsight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowWhat Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read NowHow AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read NowInsight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowGold as a safe haven for investors – and how it can work in a diversified portfolio
August 24, 2026Gold can be a safe haven and still rise alongside stocks. Here’s what drives gold, how it can diversify a portfolio and why our strategists still like it for the rest of 2026.Read NowThe Great Wealth Transfer: Estate planning, gifting and tax strategies for ’givers’
August 24, 2026Learn the pros and cons of lifetime giving, trusts and wills, and setting clear expectations for heirs when passing down wealth to the next generation.Read NowFrom Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read NowEndowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read Now