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
How The Market’s Inflation Fears are Running Ahead of Reality
May 8, 2026As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming.Read Now
Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting
May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read Now
How tech became everything to everyone
May 1, 2026From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore.Read Now
Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
What is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
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April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowHow The Market’s Inflation Fears are Running Ahead of Reality
May 8, 2026As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming.Read NowPowell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting
May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read NowHow tech became everything to everyone
May 1, 2026From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore.Read NowWhy are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read NowWhat is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now