Dan Jennings
Wealth Manager, J.P. Morgan Private Wealth Advisors LLC
Los Angeles
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Industry Accolades
- Top 100 Financial AdvisorsBarron's, 2022-2023
- Top Advisor Rankings by StateBarron's, 2022-2023
- Top 100 Private Wealth Management TeamsBarron's, 2022-2023
Barron's Top 100 Financial Advisors Barron's Top 100 Financial Advisors (04/16/23, data as of 12/31/22); (04/15/22, data as of 12/31/21). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Barron's Top 1,200 U.S. Financial Advisors (03/10/23, data as of 09/30/22); (03/11/22, data as of 09/30/21). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Barron's Top 100 Private Wealth Management Teams (04/16/23, data as of 12/31/22); (04/15/22, data as of 12/31/21). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures
- Wealth Management Experience Since 1984Phil Scott is a Senior Managing Director and Wealth Manager with First Republic Investment Management. Prior to joining First Republic in 2020, Mr. Scott was a Managing Director at Merrill Lynch Wealth Management. With over three decades of industry experience, his practice is dedicated to serving the needs of ultra high net worth individuals and their families through goals-based investing.
- Community InvolvementActive in his local community, Mr. Scott is on the board of directors for the Washington Policy Center and co-founded Row to the Future, the youth development initiative of the George Pocock Rowing Foundation, which connects thousands of community youth to rowing each year.
- EducationMr. Scott earned his bachelor’s degree in International Relations and General Engineering from the U.S. Naval Academy.
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Team Connections
Matthew P. MacMichael Sr.
Wealth Manager, First Republic Investment Management
Seattle / Bellevue
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