
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

Why cash flow forecasting and succession planning matter
April 23, 2025As 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
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After 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 Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As 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
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After 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 Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now