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
AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now
Introduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now
Will the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read NowIntroduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowWill the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowA family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now