Daniel PozoDaniel PozoSenior AssociateInvestment Associate
About Daniel
Daniel Pozo is a Senior Associate and Investment Associate at J.P. Morgan Wealth Management.
As a member of The SKS Group, Daniel provides operational and administrative support for high-net-worth clients and private business owners. Daniel's responsibilities include operations to implement complex investment solutions, facilitate performance reporting and administering various ad hoc requests. He works diligently to deliver an excellent customer experience. He joined J.P. Morgan Wealth Management in April 2023 and currently holds a FINRA Series 6, 7 and 66 securities licenses.
Daniel graduated from Florida Atlantic University with a B.B.A. in Economics and a minor in Finance. He began his career in 2019 with JPMorgan Chase Bank, N.A. assisting clients in the Consumer & Community Bank where he gained valuable relationship management experience while helping clients at various stages of their financial lives.
He lives in West Palm Beach and enjoys spending time with his family, running, hiking and camping.
Insights
Markets and Economy
$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now
Family Legacy
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read Now
Wealth Planning
Aligning your strategy with your goals: The value of wealth planning
September 10, 2026There 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
Family Legacy
A historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Markets and Economy
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
Business Planning
Business succession planning: Valuing your business
September 8, 2026Understand 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
Family Legacy
Using donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now
Markets and Economy
Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read Now
Wealth Planning
New York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read NowMarkets and Economy
$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read NowFamily Legacy
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowWealth Planning
Aligning your strategy with your goals: The value of wealth planning
September 10, 2026There 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 NowFamily Legacy
A historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowMarkets and Economy
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowBusiness Planning
Business succession planning: Valuing your business
September 8, 2026Understand 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 NowFamily Legacy
Using donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read NowMarkets and Economy
Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read NowWealth Planning
New York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now
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