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
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read Now
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read Now
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read Now
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read Now
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read Now
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read NowSelecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read NowHow to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read NowProviding for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowYear-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read NowData returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read NowUS added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read NowShifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read NowShock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now