Mike ReissMike Reiss, CFP®Executive DirectorWealth Advisor
LinkedInAbout 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 completed the level II exam for the Certified Financial Analyst® (CFA®) designation. He is pursuing additional training in financial advisory for the sports and entertainment industries.
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.
Insights
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now