Michael NelsonMichael Nelson, CFP,® CIMA,® CRPC®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Michael
Mike Nelson is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As Managing Director of The Reinstein Nelson Team, Mike is a foundation for our steadfast wealth management services. With over two decades of industry experience, he oversees the personalized and disciplined planning process for our diverse high-net-worth clients. He puts clients' needs first while helping to uncover robust opportunities for strengthening their financial lives. To this goal, Mike enjoys working with families to help usher their legacies through many generations while including all members in the discussions. His close relationships with our clients inform his collaborative, caring ability to help them thoughtfully manage and preserve their wealth.
For corporate clients, Mike brings an in-depth understanding of the unique financial priorities they must address. He helps implement and manage 401(k) plans for corporations with an eye on efficiency and acute analysis. He further supports the intricate financial needs of endowments and nonprofits. Through his advisory, Mike aims to help clients unwind complexity and streamline how to help them meet their goals and enhance their specific strategies. He appreciates spending whatever time necessary to make sure he diligently guides clients and simplifies the processes across every iteration of their complex financial needs.
A wealth management professional since 1999, Mike parlayed his talents to J.P. Morgan Wealth Management in 2023. He previously worked at First Republic and Merrill Lynch as a Managing Director and Wealth Manager. He earned the CIMA® designation by the Investments & Wealth InstituteTM at the Wharton School of Business and holds the Chartered Retirement Planning CounselorSM designation. Mike also attended TRAU, The Retirement Advisor University at UCLA Anderson School of Management Executive Education. Outside his prolific career, Mike stays active in his community and enjoys coaching for youth sports, a passion he has supported for over a decade.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Insights
Emerging markets may offer more than meets the eye – selectivity matters
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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 NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowThe global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.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 Now