
Benjamin ReiserBenjamin Reiser, CFP®, AIF®, CDFA®Wealth Advisor
About Benjamin
Benjamin Reiser is a Wealth Advisor at J.P. Morgan Wealth Management.
As a multi-generational member of The Reiser Wealth Management Group, Benjamin drives outreach and engagement for families and individuals. Leveraging the team's extensive wealth management knowledge and experience, Benjamin helps to deliver innovative and holistic financial strategies grounded in transparency and discipline so that clients may grow, plan, and preserve their wealth.
Benjamin holds a B.A. from Georgetown University, where he double-majored in Government and American Studies. He also has a J.D. from Fordham University School of Law, where he served as an editor on the school's intellectual property law journal and graduated as a recipient of the Archibald R. Murray Public Service Award, which recognized his pro bono and community service work. He earned his M.B.A. from the University of Miami Herbert Business School, during which time he worked as a summer analyst for J.P. Morgan Private Bank.
He holds FINRA SIE, 7, and 66 securities licenses, as well as the CERTIFIED FINANCIAL PLANNER®, Accredited Investment Fiduciary®, and CERTIFIED DIVORCE FINANCIAL ANALYST® certifications.
Benjamin brings to the team a unique background in the business and legal side of the live entertainment industry, having interned for a wide array of companies, including The Walt Disney Company, The Kennedy Center, Lincoln Center, Concord Music, and a number of entertainment law firms. An avid fan of Broadway theatre, Benjamin lives in Connecticut with his husband.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Certified Divorce Financial Analyst®is a registered trademark owned by the Institute for Divorce Financial Analysts®.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights

Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
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Insulate your investment strategy with a portfolio line of credit
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Eye on the Market: Fifty days of grey
March 12, 2025In this edition of Eye on the Market, Michael Cembalest gives his take on the Trump administration’s economic policies 50 days in, as well as their effect on markets thus far.Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Alternative Investments in 2025: Our top five themes to watch
March 18, 2025Normalizing rates and new growth drivers appear poised to transform private markets, creating potential opportunities.Read Now
Insulate your investment strategy with a portfolio line of credit
March 18, 2025A portfolio line of credit can be an alternative source of liquidity which can help an investor avoid having to liquidate securities and upset their investment strategy and possible trigger capital gains.Read Now
What are grantor retained annuity trusts (GRATs)?
March 17, 2025Grantor retained annuity trusts (GRATs) can serve as an efficient way to transfer wealth with little or no gift tax liability.Read Now
Tariff implications for investors: Building a resilient portfolio amid pullbacks
March 14, 2025How long can the economy’s strength last? We examine the risks to our base case.Read Now
Investment implications of President Trump’s first month in office
March 12, 2025In his first 30 days, President Trump has made policy decisions on tariffs, immigration and deregulation. Here’s what investors need to know moving forward.Read Now
Eye on the Market: Fifty days of grey
March 12, 2025In this edition of Eye on the Market, Michael Cembalest gives his take on the Trump administration’s economic policies 50 days in, as well as their effect on markets thus far.Read Now