Jennifer B. Daknis, AIF®, PPC™

With over 27 years of experience in the financial services industry, Jennifer Daknis focuses her practice on providing comprehensive wealth strategies to individuals, families, and corporate clients. She takes a holistic planning approach so that no matter where you are in life, her financial guidance reflects your priorities and specific circumstances. Jennifer chose LPL Financial, the nation’s largest independent broker/dealer¹, to support her goal of preserving and growing her clients’ wealth and allowing her to make informed recommendations. 

Jennifer and her son, Chase, work together as a multigenerational financial advisory team. Their mother-and-son partnership offers clients the opportunity to benefit from both long-standing industry experience and a next-generation perspective within a single advisory relationship. By combining their backgrounds, they aim to help clients navigate financial decisions with clarity and continuity.  Their shared focus is helping clients understand their financial options and develop strategies seeking to build, protect, and transfer wealth in a way that supports both current and future goals.

Daknis has been recognized as an Ascent Club member, ranking her among the top 20%² of advisors at LPL Financial (out of 28,000+ advisors as of 12/31/2025) and honored as a Forbes Top Women Wealth Advisors Best-In-State for 2026. In addition, she has earned the Accredited Investment Fiduciary® (AIF®) and Professional Plan Consultant (PPC®) designations.

She earned a Bachelor of Science degree in Business Administration from Christopher Newport University (CNU).  Her commitment to service is reflected in her roles on the Advisory Board for the Salvation Army VA Peninsula, as a Trustee for The Warwick Rotary Foundation, and as a past Advisory Board member for THRIVE Peninsula. In 2025, she was honored with the Alumni Achievement award from CNU recognizing her commitment to service and the community. She is a member of the Rotary Club of Warwick at City Center, where she served as President in 2017/2018, received the Outstanding President and Governor’s Circle awards from District 7600, and was named Rotarian of the Year in 2008/2009 and 2012/2013.  She is also a member of Waters Edge Church.

Jennifer and her husband Mike reside in Yorktown, VA.  She enjoys spending time with her family, going on e-bike adventures with friends, traveling and checking various items off of her bucket list.

Jennifer was awarded Forbes 2026 Best-In-State Top Women Wealth Advisors 

¹ As reported by Financial Planning magazine, 1996-2025, based on total revenue. ² Based on annual production. The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends,  assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.