
Daniel G. JohnsonDaniel G. JohnsonVice PresidentBusiness Management Specialist
About Daniel
Dan Johnson is a Vice President and Business Management Specialist at J.P. Morgan Wealth Management.
Dan handles or oversees all operational aspects of a client's relationship with J.P. Morgan. Dan also leads the MTN operations team and is the responsible party for complex problem resolution. Now in his 14th year with J.P. Morgan and the team, Dan is a trusted partner to some of the largest and most complex clients in the firm. Additionally, Dan is a founding member of the firm's Client Associate Council where he chairs the Process Improvement committee.
Dan began his career in 2007 with PNC Investments in Cleveland, Ohio. Dan is a graduate of Case Western Reserve University where he earned a B.A. in Economics. He is regularly recognized by clients and by J.P. Morgan for excellence in client service and operations.
Insights

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September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
Business succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
6 strategies to consider before year-end
September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
Investing in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read Now
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
Retirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
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September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
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September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now