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
Are we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowAre we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now