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
Understanding life insurance
November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now
401(k) private equity investing: Things to consider
November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read Now
End-of-year planning for business owners
November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read Now
Investing in 2026: J.P. Morgan Wealth Management’s top themes to watch
November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read Now
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now
How to title your assets
November 13, 2025Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read Now
Planning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read Now
Caring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read NowUnderstanding life insurance
November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now401(k) private equity investing: Things to consider
November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read NowEnd-of-year planning for business owners
November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read NowInvesting in 2026: J.P. Morgan Wealth Management’s top themes to watch
November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read NowIn the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read NowHow to title your assets
November 13, 2025Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read NowPlanning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read NowCaring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read Now