Jake ReiserJake ReiserInvestment Associate
LinkedInAbout 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
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Markets
How did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowWealth Planning
Planning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowMarkets
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowWealth Planning
Custodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowWealth Planning
A loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWealth Planning
What will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowWealth Planning
We need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowOutlook
Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowCybersecurity
Your house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowMarkets
How did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read Now
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