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.
As a leader of The Berry Ospina Team, 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
Past, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read Now
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Planning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
Custodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now
A loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
What will you do if you suddenly become rich?
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Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
We need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Your house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowPast, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now