Mike ReissMike Reiss, CFP,® SE-AWMA®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 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
Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting
May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read Now
How tech became everything to everyone
May 1, 2026From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore.Read Now
Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
What is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowPowell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting
May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read NowHow tech became everything to everyone
May 1, 2026From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore.Read NowWhy are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read NowWhat is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now