Michael NelsonMichael Nelson, CFP,® CIMA,® CRPC®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Michael
Mike Nelson is a Managing Director, Wealth Partner and Portfolio Manager 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. He is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
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.
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.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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