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
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
What to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
The 2026 US labor market is ‘not collapsing’: Jobs, unemployment, wage growth and hiring trends so far
July 14, 2026Recent jobs reports in 2026 showed slower payroll gains and falling participation, despite low unemployment. See what wages, JOLTS openings and Fed-watch indicators mean for workers, employers and investors.Read Now
2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowThe 2026 US labor market is ‘not collapsing’: Jobs, unemployment, wage growth and hiring trends so far
July 14, 2026Recent jobs reports in 2026 showed slower payroll gains and falling participation, despite low unemployment. See what wages, JOLTS openings and Fed-watch indicators mean for workers, employers and investors.Read Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now