Benjamin ReiserBenjamin Reiser, CFP®, AIF®, CDFA®, SE-AWMA®Wealth Advisor
LinkedInAwards and Industry Recognition
Forbes
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
The blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read Now
Leaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read Now
A loving gift: The ethical will
November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read Now
‘Buy-borrow-die’: The 3-step wealth strategy explained
November 4, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read Now
Financial planning before marriage: What to review
November 4, 2026As you prepare for your wedding, talk with your soon-to-be spouse about your financial goals and review key considerations, from prenuptial agreements to employee benefits and estate planning.Read Now
6 estate planning pitfalls that family conversations can help prevent
November 4, 2026When families don’t discuss an estate plan, heirs may be left with unanswered questions and unexpected responsibilities. Here’s how to start the conversation.Read Now
The Federal Reserve isn't the only central bank to hike rates in 2026: What global tightening means for investors
November 4, 2026Several major central banks around the world have raised interest rates in 2026, including the Bank of Japan, European Central Bank and others. Learn how global tightening can affect yields, costs and portfolios.Read Now
Planning with family entities
November 4, 2026A family LLC or partnership could be the core of an estate plan, especially for complex and valuable assets.Read Now
Redefining family wealth as well-being
November 3, 2026Jay Hughes, author of multiple books on family wealth, shares what wealth means to him – and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowThe blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read NowLeaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read NowA loving gift: The ethical will
November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read Now‘Buy-borrow-die’: The 3-step wealth strategy explained
November 4, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read NowFinancial planning before marriage: What to review
November 4, 2026As you prepare for your wedding, talk with your soon-to-be spouse about your financial goals and review key considerations, from prenuptial agreements to employee benefits and estate planning.Read Now6 estate planning pitfalls that family conversations can help prevent
November 4, 2026When families don’t discuss an estate plan, heirs may be left with unanswered questions and unexpected responsibilities. Here’s how to start the conversation.Read NowThe Federal Reserve isn't the only central bank to hike rates in 2026: What global tightening means for investors
November 4, 2026Several major central banks around the world have raised interest rates in 2026, including the Bank of Japan, European Central Bank and others. Learn how global tightening can affect yields, costs and portfolios.Read NowPlanning with family entities
November 4, 2026A family LLC or partnership could be the core of an estate plan, especially for complex and valuable assets.Read NowRedefining family wealth as well-being
November 3, 2026Jay Hughes, author of multiple books on family wealth, shares what wealth means to him – and how high-net-worth families can ensure their wealth flourishes for many generations.Read Now