Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024

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

Markets

What’s driving the rotation into small-cap stocks?

July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Wealth Planning

Insight 5: Continually evolve and renew the ownership portfolio

July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
Markets

3 considerations for investing in a bull market

July 12, 2024The S&P 500 is up big time year-to-date. That doesn’t mean you should wait on the sidelines.Read Now
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