
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

The duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
U.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read Now
Money and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read Now
Retirement and estate planning for unmarried couples
August 27, 2026Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read Now
Insight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
How AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read Now
What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read Now
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
The duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
U.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read Now
Money and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read Now
Retirement and estate planning for unmarried couples
August 27, 2026Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read Now
Insight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
How AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read Now
What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read Now
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
