Daniel J. BrauerDaniel J. Brauer, CFP®Wealth Advisor
About Daniel
Daniel Brauer is a Wealth Advisor with J.P. Morgan Wealth Management.
Daniel holds the CERTIFIED FINANCIAL PLANNER® designation and delivers comprehensive wealth planning to a wide array of successful clients, including doctors, attorneys, athletes, entrepreneurs, business owners and corporate executives.
Like the professionals he engages with, Daniel understands that strategic planning, coupled with the support of a strong team, can significantly enhance the value of potential outcomes. He works closely with individuals to gain an understanding of their personalized goals, whether they seek to grow capital, prepare for retirement, refinance a mortgage or pass wealth to the next generation. Daniel reviews both sides of the balance sheet and integrates the impacts of timing, taxation and other factors into his overall approach. A problem solver by nature, he serves as an advocate for his clients to make the resources of a big company easily accessible.
Daniel took an unusual path to a career in financial services, previously spending five years as a pitcher for the Philadelphia Phillies organization. He was drafted in the sixth round out of Northwestern University, where he earned his B.A. in History with a minor in Business. Daniel's industry experience started with Merrill Lynch in 2011 and continued at UBS.
In that time, he developed strong portfolio management skills, gained wealth planning knowledge and served as a consultant to help optimize investment processes. Always striving to be the best, Daniel joined J.P. Morgan in 2019, drawn to the firm's powerful products, services and client-centric culture.
Daniel and his wife, Elizabeth, live in Highland Park with their daughters, Charlotte and Madeline, and their son, Henry. Together, they are active in their church, Highland Park United Methodist (HPUMC), and participate in their children's school activities at the HPUMC Day School. Daniel is a former board member of the Northwestern Alumni Association and has been involved with Habitat for Humanity since 2010. Outside of the office, he enjoys spending time with his family, as well as biking, running and golfing.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowFed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowThe new frontier: 3 themes driving alternatives in 2026
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January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowNew 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowFamily governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowShould I convert to a Roth IRA?
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