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

Outlook

June 2024 CPI report: Inflation moderates, inching us closer to a rate cut

July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.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
Investing

China: Navigating a real estate rescue and renewed trade tensions

July 11, 2024These two policy developments, though seemingly unrelated, are in many ways interconnected. Read on to learn more.Read Now
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