Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

Register today

Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Retirement Income Strategies

Awards & recognition

  • Allegiance Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Dan Jiyamapa, Ameriprise Circle of Success Diamond Ring, 2023
  • Dan Jiyamapa, Ameriprise Circle of Success, 2007, 2008, 2011, 2014-2023
  • Dan Jiyamapa, Five Star Wealth Manager, Washington state, 2012, 2014-2024
  • Steven Jennings, Five Star Wealth Manager, 2016-2024
  • Dan Jiyamapa, Forbes Best-in-State Wealth Advisors, 2018-2024
  • Dan Jiyamapa, Ameriprise Ultimate Digital Excellence Award, 2021, 2023

Community participation

Honored to be recognized in Forbes

We’ve got some exciting news to share: Dan Jiyamapa has been named to the 2023 Forbes Best-in-State Wealth Advisors list. All of us at Allegiance Wealth Management couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.