Daniel JenningsDaniel JenningsManaging DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Daniel
Dan Jennings is a Managing Director and Wealth Partner 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
Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
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The defensive playbook isn’t your average inflation roadmap
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Why cash flow forecasting and succession planning matter
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April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now