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.

Insights

Economy

Is it a golden era for gold?

April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
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