Patrick ReedPatrick ReedVice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
About Patrick
Patrick Reed is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
Patrick works closely with the Alta Group's high-networth clients, helping them align multiple aspects of their finances so they can enjoy more time for their professional and personal commitments. He holds a number of responsibilities within the team, including portfolio management, trading, investment structuring, research, financial planning and client relationship management. Active in wealth management since 2015, he offers the knowledge and insight he has gained from advising an accomplished clientele, walking with them through significant decision points in their lives and wealth.
Clients appreciate the depth of Patrick's engagement with their financial affairs. Collaborative by nature, he looks to provide greater clarity over the scope of each person's wealth, synthesizing both quantitative and qualitative variables. Patrick is adept in resolving the intricacies that clients encounter, whether delineating a path to retirement, diversifying a concentrated position, preparing a business for sale, transferring wealth to the next generation, designing a reliable cash flow or any other financial goal. Patrick notes that he enjoys regularly interacting with clients, learning more about their stories, and building genuine relationships that deepen over time.
Prior to moving to J.P. Morgan Wealth Management with his team in 2023, Patrick was a Client Relationship Analyst at First Republic Private Wealth Management, which he joined in 2018. His career also includes three years with The TDC Companies, an independent RIA, where his roles included Wealth Adviser. While at TDC, Patrick focused on client relationships for high-net-worth and ultra-high-networth individuals, families and business owners.
A graduate of Franciscan University of Steubenville, Patrick earned his B.S. in Finance. He has completed the Aly Sterling Philanthropy Nonprofit Board Certification and also holds the accelerated Personal Financial Planning Certification through UCLA.
Within his community, Patrick serves on the Finance Committee for the Santa Barbara Zoo and volunteers with local organizations in Camarillo. Patrick and his wife have three young children. He enjoys spending time outdoors with his family, enjoying the beauty of Southern California.
Insights
Fiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read Now
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January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowFiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowFed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowThe new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read NowDebunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowMaking the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowNew 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowFamily governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowShould I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now