Benjamin ReiserBenjamin Reiser, CFP®, AIF®, CDFA®, SE-AWMA®Wealth Advisor
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About Benjamin
Benjamin Reiser is a Wealth Advisor at J.P. Morgan Wealth Management.
Benjamin joined the firm in 2022, continuing the Reiser family's legacy of trusted financial advising into its third generation. He works closely with client families to identify priorities, coordinate complex financial structures, and support long-term planning with clarity and discipline. As a steady point of connection across generations, Benjamin fosters enduring relationships grounded in trust, transparency, and highly personalized service, helping clients gain confidence in pursuing the future they envision.
Benjamin is committed to delivering a modern client experience. He integrates the latest technologies and draws on the acumen of J.P. Morgan specialists while upholding The Reiser Group's timeless values and dedication to exceptional service. His thoughtful, forward-looking approach helps clients remain focused and assured amid the demands of busy lives and careers.
Benjamin holds a B.A. from Georgetown University, where he double-majored in Government and American Studies. He earned his J.D. from Fordham University School of Law, where he served as an editor on the school's intellectual property law journal and received the Archibald R. Murray Public Service Award for his pro bono and community service work. He later earned his M.B.A. from the University of Miami Herbert Business School, during which he worked as a summer analyst for J.P. Morgan Private Bank.
Dedicated to professional excellence, Benjamin is a CERTIFIED FINANCIAL PLANNER® professional and holds several additional designations, including Accredited Investment Fiduciary®, Certified Divorce Financial Analyst®, and Sports and Entertainment Accredited Wealth Management Advisor. He holds FINRA SIE, 7, and 66 securities licenses, as well as the Life, Accident & Health, and Variable Annuity license.
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.
Sports & Entertainment Accredited Wealth Management AdvisorTM, SE-AWMA® are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Insights
From Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read Now
Endowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read Now
Navigating divorce: options, costs and financial considerations
August 20, 2026There are several options when considering how to proceed with a divorce. Choosing what’s best for you can save time and money now and down the line.Read Now
The 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read Now
When will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read Now
Insight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read Now
Insight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
How does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read NowFrom Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read NowEndowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read NowNavigating divorce: options, costs and financial considerations
August 20, 2026There are several options when considering how to proceed with a divorce. Choosing what’s best for you can save time and money now and down the line.Read NowThe 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read NowWhen will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read NowInsight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read NowInsight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowHow does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read Now