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
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August 27, 2026Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
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August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowHow AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read NowWhat Fed rate hikes and cuts mean for your brokerage account
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August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now