Daniel Tumba, CFP®, CIMA®, CPWA®
Daniel Tumba is a Vice President, Financial Advisor and Portfolio Manager with J.P. Morgan Securities, a wealth management division of J.P. Morgan. He is head of wealth strategies and financial planning for The Tiano Group, a boutique team within J.P. Morgan Securities that provides comprehensive and multi-generational financial, lending and banking services to clients and their families.
Daniel works closely with families to help identify the core values and philosophies that drive their investment decision making and form their desires around creating a family legacy. He uses portfolio management and planning strategies along with the world-class resources of J.P. Morgan–tax, trust and estate planning, as well as banking, credit and lending–to help manage the complexities of considerable wealth.
As a Portfolio Manager, Daniel has the ability to act as a fiduciary, taking discretion over client assets to help ensure they remain on track within their financial plan. He is among a select group of advisors in the firm who have undergone a comprehensive screening and due diligence process to be allowed to manage discretionary client assets.*
Daniel has been with JPMorgan Chase & Co. since 2007 and with The Tiano Group since 2008. A graduate of University of Florida, Daniel studied Business Administration with a focus in Economics. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Investment Management Analyst® professional and a Certified Private Wealth Advisor® professional. He earned his CFP® designation after studying Financial Planning at Boston University and his CIMA® and CPWA® designations after studying Investment Management and Private Wealth Advisory at the University of Chicago’s Booth School of Business.
Daniel is an Associate Faculty Member with the IMCA® Certified Private Wealth Advisor® (CPWA®) program. He provides guidance in the core topic areas of tax strategies and planning, portfolio management, executive compensation, retirement, charitable giving and estate planning. Daniel works with CPWA® candidates by answering questions and helping to educate them on course-specific content. He is on the Board of Directors and the Young Leadership Committee for JDRF. He was a founding member and director of the Sven Tumba Education Fund, a family charity that provides educational opportunities for children around the world through the use of sports and social involvement programs.
He lives in Jupiter, Florida, with his wife, Tiffany, and their two sons. His interests include golf, cooking, collegiate sports and working with children.
Registered States: AL, AK, AR, AZ, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, V.I., WA, WV, WI, WY
*Member of the J.P. Morgan Securities Portfolio Manager Program.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®. Use of CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.
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