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

Markets

Threading the needle: Where markets may be mispricing trade risk

April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
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Why cash flow forecasting and succession planning matter

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Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
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