David ReiserDavid Reiser, CFP®, AIF®
Managing Director
Wealth Partner

"I have built my practice upon a steadfast belief that all clients, regardless of their financial circumstances, merit sound and conservative guidance."

Awards 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

Investing

Today’s U.S. real estate dilemma: Buy, build, sell now—or wait?

September 15, 2022Where the property is located may be critical in the next one to two years. We find significant disparities in short-term, potential price drops among major metro areas.Read Now
Investing

Big market swings are tough, but staying invested is crucial 

September 15, 2022Market volatility can be nerve-racking, but it can also present new opportunities. Here are five time-tested ideas for helping investors weather the storm.Read Now
Investing

Market Thoughts: Today’s key investor question is, “What’s in the price?”

September 14, 2022A hard landing isn’t reflected in market pricing, the rally is fragile and global inflation is still too high. We expect the Fed to keep fighting.Read Now
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(212) 272-2008david.reiser@jpmorgan.com