
Benjamin ReiserBenjamin Reiser, CFP®, AIF®, CDFA®, SE-AWMA®Wealth Advisor
Awards 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

How you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read Now
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January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now
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January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
The quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
Providing for children with special needs
January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now
Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
December 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read Now
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now
How you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read Now
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now
How to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
The quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
Providing for children with special needs
January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now
Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
December 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read Now
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now
