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Daniel Bergmann Email & Phone Number

Vice President - Investments, Private Client Advisor at J.P. Morgan Wealth Management

Location: Los Angeles, California, United States 1 work role 2 schools

1 work email found @wellsfargo.com 3 phones found area 310 and 424 LinkedIn matched

✓ Verified Jun 2026 4 data sources Profile completeness 100%

Current company

J.P. Morgan Wealth Management

Role

Vice President - Investments, Private Client Advisor

Location

Los Angeles, California, United States

Who is Daniel Bergmann? Overview

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Quick answer

Daniel Bergmann is listed as Vice President - Investments, Private Client Advisor at J.P. Morgan Wealth Management, based in Los Angeles, California, United States. AeroLeads shows a work email signal at wellsfargo.com, phone signal with area code 310, 424, and a matched LinkedIn profile for Daniel Bergmann.

Daniel Bergmann holds Master Of Business Administration (M.B.A.), Finance from Pepperdine University, The George L. Graziadio School Of Business And Management.

Company email context

Email format at J.P. Morgan Wealth Management

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{first}.{last}@wellsfargo.com

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AeroLeads found 1 current-domain work email signal for Daniel Bergmann. Compare company email patterns before reaching out.

Profile bio

About Daniel Bergmann

Daniel Bergmann is a Vice President - Investments, Private Client Advisor at J.P. Morgan Wealth Management. He possess expertise in financial guidance, retirement planning, investment planning, financial services, driving results and 11 more skills.

Listed skills include Financial Guidance, Retirement Planning, Investment Planning, Financial Services, and 12 others.

Current workplace

Daniel Bergmann's current company

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J.P. Morgan Wealth Management

Vice President - Investments, Private Client Advisor

1 role

Daniel Bergmann work experience

A career timeline built from the work history available for this profile.

Vice President - Investments, Private Client Advisor

J.P. Morgan Wealth Management

Mar 2022 - Present - Santa Monica, California, United States

Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention.J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.INVESTMENT AND INSURANCE PRODUCTS: ●NOT A DEPOSIT●NOT FDIC INSURED ●NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ●NO BANK GUARANTEE ●MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email.The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, andis not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information:https://www.chase.com/personal/investments/important-information-linkedin© 2023 JPMorgan Chase & Co. All rights reserved

2 education records

Daniel Bergmann education

Master Of Business Administration (M.B.A.), Finance

Pepperdine University, The George L. Graziadio School Of Business And Management

Bachelor Of Science (B.S.), Business Management

Pepperdine University, The George L. Graziadio School Of Business And Management

FAQ

Frequently asked questions about Daniel Bergmann

Quick answers generated from the profile data available on this page.

What company does Daniel Bergmann work for?

Daniel Bergmann works for J.P. Morgan Wealth Management.

What is Daniel Bergmann's role at J.P. Morgan Wealth Management?

Daniel Bergmann is listed as Vice President - Investments, Private Client Advisor at J.P. Morgan Wealth Management.

What is Daniel Bergmann's email address?

AeroLeads has found 1 work email signal at @wellsfargo.com for Daniel Bergmann at J.P. Morgan Wealth Management.

What is Daniel Bergmann's phone number?

AeroLeads has found 3 phone signal(s) with area code 310, 424 for Daniel Bergmann at J.P. Morgan Wealth Management.

Where is Daniel Bergmann based?

Daniel Bergmann is based in Los Angeles, California, United States while working with J.P. Morgan Wealth Management.

What companies has Daniel Bergmann worked for?

Daniel Bergmann has worked for J.P. Morgan Wealth Management.

How can I contact Daniel Bergmann?

You can use AeroLeads to view verified contact signals for Daniel Bergmann at J.P. Morgan Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Daniel Bergmann attend?