Benjamin ReiserBenjamin Reiser, CFP®, AIF®, CDFA®, SE-AWMA®Wealth Advisor
LinkedInAbout 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
Redefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read Now
How to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now
J.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read Now
Your house may be spying on you. Save yourself.
October 27, 2025All 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 Now
30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read Now
Beware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read Now
Parents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Losing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowRedefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowHow to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowJ.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read NowYour house may be spying on you. Save yourself.
October 27, 2025All 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 Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowParents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now