
Daniel JenningsDaniel JenningsManaging DirectorWealth Advisor
Awards and Industry Recognition

Forbes
About Daniel
Dan Jennings is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.
Dan provides strategic advice and integrated wealth management to entrepreneurs, business owners, real estate developers, C-suite executives and high-net-worth families, helping them gain greater clarity and ease in growing, preserving and transferring their wealth. With more than 25 years of experience addressing the needs of an accomplished clientele, he offers a refined perspective that supports the distinctive interests and aspirations of clients and their families.
Dedicated to the stewardship of his clients' wealth, Dan serves the needs of high-net-worth families through customized investment offerings that reflect their time horizons, future cash flow needs, estate planning intentions and wealth transfer objectives. He pursues these objectives through a proprietary investment program, which features a long-term track record.
Dan joined J.P. Morgan Wealth Management in 2023. Previously, he was a Managing Director and Wealth Manager with First Republic Private Wealth Management. Earlier, he served as a Senior Vice President and Senior Financial Advisor at Merrill Lynch, which he joined in 1996. He began his career as an Assistant Controller for a manufacturing firm after graduating from college. Dan earned his B.S. in Finance from the University of Arizona, where he played golf and was a scholar-athlete.
Active in his community, Dan is a volunteer coach for youth flag football and soccer in Manhattan Beach. Previously, he served on the board of the Children's Burn Foundation and the Cancer Center of Irvine.
Dan and his wife, Marcy, have twin sons and a daughter. Dan continues to enjoy golf, both as a player and avid follower of the sport.
Insights

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Building a strong and connected family of wealth: A 10x10 learning road map
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Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
Wealth planning is a women’s issue
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Alternative Investments in 2025: Our top five themes to watch
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Insulate your investment strategy with a portfolio line of credit
March 18, 2025A portfolio line of credit can be an alternative source of liquidity which can help an investor avoid having to liquidate securities and upset their investment strategy and possible trigger capital gains.Read Now
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March 17, 2025Grantor retained annuity trusts (GRATs) can serve as an efficient way to transfer wealth with little or no gift tax liability.Read Now
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