About Joseph

Joseph Rinaldi is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.

Joe works closely with individuals who have had successful careers and are approaching retirement or may have recently sold their businesses. He brings them institutional-caliber insights and advice by drawing on the strength of his well-rounded background in operations, trading, products and managing financial advisors, which makes him sympathetic to all sides.

Taking a leadership path to his professional career, Joe served as a U.S. Army Paratrooper for nearly 15 years. Following his pivot to financial services, he was the lead portfolio manager at two firms, overseeing UMA at Morgan Stanley for ten years and then acting as the Firm's Consulting Group Regional Director. He then ran all investments for a private wealth management group at Wells Fargo.

Joe graduated summa cum laude from the University of Washington, earning a B.S. in Accounting and Computer Information Systems, and passing the CPA Exam on the first attempt. He was a Distinguished Honor Graduate and Leadership Award Recipient of the U.S. Army's Advanced Non-Commissioned Officers Course in Fort Leonard Wood, Missouri. He also holds the Certified Investment Management Analyst® designation.

A native of Philadelphia, Joe has lived in Texas for many years. He is the father of two daughters and a son. In his spare time, Joe coaches football, is deeply involved in youth athletics, and teaches target practice.

Insights

Wealth Planning

J.P. Morgan Summer Reading List 2024

May 21, 2024To usher in the summer months, we’ve gathered a list of inspiring, educational and entertaining books we’re reading. Check out the 2024 J.P. Morgan Summer Reading List.Read Now
Investing

How to invest in a world of increasing security risks

May 20, 2024Globally, governments and corporations are now spending more to implement new, innovative security solutions, creating investment opportunities in public and private markets.Read Now
Wealth Planning

How to successfully gift to heirs

May 20, 2024Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how to hit this trifecta.Read Now
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