- Best-In-State Wealth AdvisorsForbes, 2019
- Top Next-Gen Wealth AdvisorsForbes, 2018
- Top 50 Private Wealth Management TeamsBarron's, 2019
- Best-in-State Wealth Management TeamsForbes, 2023
Forbes/SHOOK Top Wealth Advisors Best-In State (09/10/19). Data as of 03/31/19. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Forbes/SHOOK Top Next-Gen Wealth Advisors (07/25/18). Data as of 03/31/18. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Barron's Top 50 Private Wealth Management Teams (04/22/19, data as of 12/31/18). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Forbes/SHOOK Top Wealth Management Teams Best-In-State (1/12/23). Data as of 3/31/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
- Wealth Management Experience Since 2007Daniel Tumba is a Wealth Manager with J.P. Morgan Wealth Management. Mr. Tumba joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Tumba was a Wealth Manager at First Republic since 2020 and was an Executive Director and Portfolio Manager at J.P. Morgan Securities. He started his career in 2007 at JPMorgan Chase & Co. Mr. Tumba’s practice is dedicated to serving the complex financial needs of his clients with a special emphasis on business transition planning.
- Community InvolvementActive in his local community, Mr. Tumba was a founding member of the Sven Tumba Education Fund, a nonprofit that provides educational opportunities for children. He is on the board of directors for the Greater Palm Beach Chapter of the Juvenile Diabetes Research Foundation.
- Professional DesignationMr. Tumba holds several professional designations, including Chartered Financial Analyst®, Certified Investment Management Analyst® and Certified Private Wealth Advisor®, and is a CERTIFIED FINANCIAL PLANNER™ professional.
- EducationMr. Tumba earned his bachelor’s degree in Business Administration from the University of Florida.