Dominique JordanDominique JordanExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Dominique
Dominique Jordan is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Dominique joined the firm in 2023 after spending two years at First Republic, where he was a Vice President and Wealth Advisor. Previous to that, he was an Associate Vice President, Regional Training Officer and Advisor at Morgan Stanley, and an Analyst at Merrill Lynch.
Throughout his 10-year career, Dominique's mission has been to guide individuals and families through the challenges of creating, protecting and distributing wealth during anticipated and unanticipated shifts in the global economy. A patient advisor and calming influence, he devotes significant time to helping clients acquire the levels of patience and emotional control required to become disciplined long-term investors and informed decision makers.
Dominique measures his success not in client assets, but in the stories he hears from clients about objectives they've achieved, thanks to his commitment to their financial health and emotional wellbeing. In early discussions, he works to appreciate what inspires and worries clients. Later, he seeks to educate on topics such as portfolio risk, tax consequences and intergenerational wealth planning.
Recognizing that varying perspectives and competencies can help optimize results for his clients, Dominique is a connector and passionate about expanding his knowledge base, aligning his efforts with the firm's specialists and clients' CPAs, attorneys and other trusted advisors. He also helps clients benefit from other clients he's assisted in similar positions. Dominique is as proud of the referrals he has received as the results he delivers.
Dominique grew up in Los Angeles without money, but with a deep appreciation for people's hard work and determination to improve their lives. Fortunate to attend Werbum Dei Jesuit High School, he was introduced to wealth management opportunities, became a tutor and spent four years at Merrill Lynch after college graduation. To this day, Dominique teaches financial principles utilized by his own family foundation.
Dominique graduated from Georgetown University's McDonough School of Business with a B.S. in Finance and Management, with a concentration in New and Small Business.
Active in his local community for many years, Dominique founded the DJ|JD Foundation, a for-purpose organization focused on uplifting and molding high school students to develop an understanding of financial markets and goal setting. He is currently an active member of Georgetown University's Club of Los Angeles, Gates Millennium Scholars.
Insights
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring 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 NowFamily wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowYou’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring 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 Now