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
Common financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to think about market volatility
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If oil backs off, risk reprices
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Stock-based compensation and the Section 83(b) election
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When oil jumps, household wealth guides the economy
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March 9, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowCommon financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowHow to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read NowFed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read NowIf oil backs off, risk reprices
March 20, 2026If oil flows eventually normalize, markets may reassess risk. We explore where gains could concentrate, why some regions may still feel a hangover and portfolio implications.Read NowStock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read NowWhen oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read NowWealth planning is a women’s issue
March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowWhat to know about tax-aware borrowing
March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read NowWhat to consider when you’re considering alternative investments
March 9, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now