About Jake

Jake Reiser is an Investment Associate at J.P. Morgan Wealth Management.

As a member of The Reiser Wealth Management Group, Jake provides client service and operational support for high-net-worth individuals and families.

Jake's responsibilities include maintaining account records and coordinating the operational aspects of the team. He works diligently to deliver an excellent client experience.

Jake graduated from Boston University with a B.S. in Journalism. With three years of experience in financial services, he began his career in 2021 at J.P. Morgan as a Business Development Associate.

An avid sports fan, Jake actively follows professional baseball, hockey, football and European soccer. He is halfway through his quest to attend games at all 30 Major League ballparks. Jake lives in Boston.

Insights

Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
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