Mike ReissMike ReissExecutive DirectorWealth Advisor
LinkedInAbout Mike
Michael Reiss is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
Mike has been active in wealth planning and investment management for the past 20 years. A CERTIFIED FINANCIAL PLANNER® professional (CFP) since 1999, he has been committed to working with our clients and building relationships based on a foundation of trust. Mike leverages his many years of delivering research insights to institutional investors to design portfolios customized to clients' specific financial goals. Before joining J.P. Morgan in 2023, he was at Morgan Stanley for nearly a decade and previously was at Bank of America/Merrill Lynch.
A graduate of The College of New Jersey, Mike holds a B.S. in Economics. He has earned the FINRA Series 7, 63 and 65 securities licenses. Mike is pursuing the Certified Financial Analyst (CFA) designation and has passed the Level II exam. He resides in Basking Ridge with his wife, Jill, and two sons, Liam and Logan.
Insights
Markets
3 things we (and the markets) are grateful for this season
November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read Now
Wealth Planning
When does it make sense for a trust to own your life insurance policy?
November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Retirement
Leaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now
Wealth Planning
Planning for your child becoming an adult
November 26, 2024As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read Now
Wealth Planning
J.P. Morgan NextList 2025
November 25, 2024J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2025 list here.Read Now
Wealth Planning
Understanding disability insurance
November 25, 2024Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read Now
Markets
Past, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read Now
Markets
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Wealth Planning
Custodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowMarkets
3 things we (and the markets) are grateful for this season
November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read NowWealth Planning
When does it make sense for a trust to own your life insurance policy?
November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowRetirement
Leaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read NowWealth Planning
Planning for your child becoming an adult
November 26, 2024As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowWealth Planning
J.P. Morgan NextList 2025
November 25, 2024J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2025 list here.Read NowWealth Planning
Understanding disability insurance
November 25, 2024Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read NowMarkets
Past, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read NowMarkets
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowWealth Planning
Custodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now
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