Joseph ReinaJoseph Reina, CFP®Executive Director, Client Specialist
About Joseph
Joseph Reina is an Executive Director and Client Specialist covering the Texas region at J.P. Morgan Wealth Management.
Joe delivers comprehensive wealth management strategies to high- and ultra-high-net-worth individuals, trusts, estates and institutions. With a focus on understanding each client's goals and objectives, Joe is committed to providing white-glove, concierge service that leverages J.P. Morgan's vast resources to create customized approaches that help meet their needs.
Joe joined J.P. Morgan in 2024 from a role as a Senior Wealth Advisor at CLA (CliftonLarsonAllen). There, he developed and managed a book of high- and ultra-high- net-worth clients, prioritizing serving business owners and crafting complex tax strategies. He provided a suite of wealth management services spanning investment management, cash flow optimization and insurance compliance along with financial, tax and estate planning. He also advised clients through major liquidity events and business transitions.
Earlier in his career, Joe was a Financial Consultant at Fidelity Investments, where he worked with high- and ultra-high-net-worth clients on investment management and financial and retirement planning.
A graduate of Southern Methodist University with an M.B.A. in Finance, Joe also holds a B.A. in International Political Economics from the University of Texas at Dallas, where he continues to serve as a scholarship and education mentor for the Phi Gamma Delta fraternity. He holds the CERTIFIED FINANCIAL PLANNER® designation.
Joe lives in Dallas with his wife, Lauren, and their dog, Remy. He plays a wide range of sports, including golf and hockey. He also enjoys traveling and is actively involved in his church community.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
What is the electric vehicle (EV) boom?
July 21, 2025Electric vehicles are taking to the road in record numbers and the entire industry is heating up. Learn about what’s happening in the EV market.Read Now
Private credit: Promising or problematic?
July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read Now
The 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read Now
Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowWhat is the electric vehicle (EV) boom?
July 21, 2025Electric vehicles are taking to the road in record numbers and the entire industry is heating up. Learn about what’s happening in the EV market.Read NowPrivate credit: Promising or problematic?
July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read NowThe 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read NowDon’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read NowJune 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read NowHow to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read NowThink before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read NowAI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now