
Reynolds OspinaReynolds OspinaManaging DirectorWealth Advisor
Awards and Industry Recognition

Forbes
About Reynolds
Reynolds Ospina is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.
Reynolds provides sustained guidance and tailored advice to a select group of entrepreneurs, professional investors, senior executives, nonprofit organizations and institutions, supporting their aspirations and reducing the complexity of their financial affairs. Drawing on more than 25 years of wealth management experience, he offers the knowledge and insight that are grounded in a genuine commitment to client well-being.
Keenly attuned to the intricacies of substantial wealth, Reynolds specializes in offering innovative, tax-sensitive investment strategies customized to the risk parameters of each client. His proficiencies extend to concentrated wealth strategies, financial planning, cash-flow modeling and balance sheet review. An attentive listener, Reynolds is thorough in his analysis, taking the time to appreciate the distinctive circumstances of each client. He and his team, he notes, often become an extension of a family, advising two—and even three—generations. A firm believer in financial education, Reynolds is gratified to support the rising generation in embracing the habits and mindsets of sound stewardship.
Reynolds moved to J.P. Morgan Wealth Management in 2023 with his team and has earned national recognition for his work. Previously, he was a Managing Director and Wealth Manager at First Republic Investment Management, which he joined in 2014. Reynolds' professional journey also includes senior roles at Harvest Capital Strategies LLC, a high-net-worth asset manager overseeing $1.6 billion, as well as positions with Thomas Weisel Partners and Hambrecht & Quist. He earned his B.S. in Business Administration in Finance from Old Dominion University.
Within his professional community, Reynolds is a member of the Security Traders Association of San Francisco. Previously, he served on the board of ALAS, the Alliance for Latinos Advancing Success, at First Republic. He is also a past board member for Calvary Nursery School and Calvary Presbyterian Church.
A native of Garden City, New York, Reynolds and his wife, Sarah, currently live in San Francisco with their three children. In his free hours, he enjoys hiking, skiing, running, reading and spending time with friends and family.
Insights

$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now
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A historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
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$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
A historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
Business succession planning: Valuing your business
September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Using donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now
Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read Now
New York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now
