Dominique JordanDominique Jordan
Vice President
Wealth Advisor

""We are tireless in helping clients maximize the value of their financial and human capital—ultimately, to create enduring family wealth and legacies. And going the extra mile for clients is never going out of our way. Similar to our clients, we don’t keep regular hours. They know they can reach us anytime—evenings, weekends, in-person, by email and cell phone. And in a much larger sense, they know we’re here to serve their best interests. We earn the loyalty and referrals of clients through the strategies we create, the excellence in which we deliver them, and the results we achieve.”"

Awards and Industry Recognition

Forbes

Top Next-Gen Wealth Advisors Best-in-State
2024

About Dominique

Dominique Jordan is a Vice President 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

Wealth Planning

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Outlook

December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts

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Business

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