
Mike ReissMike Reiss, CFP,® SE-AWMA®Executive DirectorWealth Advisor
About Mike
Michael Reiss is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Mike has found that experience matters to clients who are successful wealth creators establishing a legacy for the future and desire a trusted advocate to help navigate sophisticated financial decisions. He has been a CERTIFIED FINANCIAL PLANNER® (CFP®) professional for more than twenty-five years and leads with long-term wealth strategies that align with each individual's specific financial goals. What differentiates him from other advisors are his years spent providing investment research insights to institutional investors. This background is a value- added benefit for individuals and families and he communicates complex concepts in clear, easy-to-understand terms that give them the confidence their wealth is being carefully managed.
Throughout his career, Mike has amassed a strong track record of managing portfolios and allocating assets across equities, fixed income, alternative vehicles and structured notes. Before joining J.P. Morgan in 2023, he was a Financial Advisor at Morgan Stanley for nearly a decade. Previously, Mike was the Director of Research Sales at Bank of America/Merrill Lynch, serving the needs of hedge funds, endowments, universities and insurance companies. He is well-networked within the financial industry and has hosted events and connected like-minded individuals so they can explore synergistic ideas.
Mike graduated from the College of New Jersey with a B.S. in Economics. He helps mentor TCNJ students interested in the financial services industry as they begin their professional journeys. Mike has 12+ years of trading floor experience and has completed the level II exam for the Certified Financial Analyst® (CFA®) designation. He is also a Sports and Entertainment Accredited Wealth Management Advisor (SE-AWMA®).
A stakeholder in the Basking Ridge community where he lives with his wife, Jill, and two sons, Liam and Logan, Mike is a member of the Ridge Sports Foundation charged with raising funds for enhancements to the high school. He is a big sports fan and former coach who enjoys traveling to watch his kids' universities to root for their college football and basketball teams. To relax, he loves golf, exercising, and spending time with his family.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Sports & Entertainment Accredited Wealth Management Advisor , SE-AWMA® are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights

The 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read Now
When will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read Now
Insight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read Now
Insight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
How does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read Now
Fewer Fed meetings under Kevin Warsh? What a reduced FOMC calendar could mean for investors
August 11, 2026Reports say Fed Chair Kevin Warsh is considering fewer FOMC meetings. Here’s what that could mean for Fed communication, market volatility and investor portfolios.Read Now
International stock market performance so far in 2026: Europe, China, India and more
August 11, 2026International stock market performance has diverged in 2026. See how Europe, China, India and Japan are tracking – and why rates, sector concentration and currency moves can change results for U.S. investors.Read Now
AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now
The 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read Now
When will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read Now
Insight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read Now
Insight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
How does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read Now
Fewer Fed meetings under Kevin Warsh? What a reduced FOMC calendar could mean for investors
August 11, 2026Reports say Fed Chair Kevin Warsh is considering fewer FOMC meetings. Here’s what that could mean for Fed communication, market volatility and investor portfolios.Read Now
International stock market performance so far in 2026: Europe, China, India and more
August 11, 2026International stock market performance has diverged in 2026. See how Europe, China, India and Japan are tracking – and why rates, sector concentration and currency moves can change results for U.S. investors.Read Now
AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now
