David ReiserDavid Reiser, CFP®, AIF®Managing DirectorWealth Partner
LinkedInAwards and Industry Recognition
About David
David Reiser is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. As the founder of The Reiser Wealth Management Group, he delivers holistic financial planning strategies tailored to the personalized requirements of a wide breadth of clients and their multigenerational families. In recognition of his leadership within the wealth management community, he was named in 2020 to Financial Times list of Top 400 Financial Advisors and Barron’s list of Top 1,200 Financial Advisors for 2015, 2016, 2017,2018 and 2020.1 David has built his practice upon a steadfast belief that all clients, regardless of their financial circumstances, merit sound and conservative guidance. He acts as a concierge to direct the full resources of the firm toward pursuing customized needs. David works to instill a sense of financial discipline, yet is known for encouraging individuals to spend on meaningful goals. He is committed to managing relationships with the utmost trust and integrity. A wealth management advisor since 1986, David began his career at Kidder Peabody and continued with the firm through acquisitions by Paine Webber and UBS. Subsequently, he honed his skills at Smith Barney Wealth Management. In 2018, David and his team joined J.P. Morgan, drawn to the firm’s entrepreneurial environment, intellectual capital and award-winning research.2 With offices in Miami, New York and Rhode Island, he serves clients across the East Coast and in other areas of the United States. David is a highly educated wealth partner with strong capabilities across a multitude of important disciplines: B.S. in BioMechanical Engineering from Rensselaer Polytechnic Institute; M.B.A. from the Rensselaer Lally School of Management; M.S. in Financial and Estate Planning from the College for Financial Planning; Certified Financial Planner (CFP®) accreditation, 1989; Accredited Investment Fiduciary (AIF®). David is the co-author of: Letters from Home: A Wake-Up Call for Success & Wealth (Wiley, 2010), and Wealthbuilding: Investment Strategies for Retirement and Estate Planning (Wiley, 2002). David and his wife, Andrea, are residents of Miami, FL. They are the proud parents of four sons, including a set of twins.
CFP® and CERTIFIED FINANCIAL PLANNERTM are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.
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.
Insights
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now