About Daniel

Daniel Chang is an Associate and Wealth Advisor at J.P. Morgan Wealth Management.

As a member of Wendi Doyle and Catherine Chase's team, Daniel serves clients ranging from entrepreneurs to Fortune 500 executives who rely on his expertise and guidance.

Before joining J.P. Morgan, Daniel was a Director at First Republic Investment Management and an M.B.A. Associate at Credit Suisse. Daniel also developed extensive experience as a CPA serving publicly traded and privately held companies in manufacturing, retail, and financial services.

Daniel graduated Phi Beta Kappa and cum laude from UCLA, where he majored in Business Economics and had minors in Accounting and Chinese. He received his M.B.A. from the UCLA Anderson School of Management. In addition, Daniel holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is also a CFA®Charterholder.



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