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The Reiser Group

Wealth Partners at J.P. Morgan

The Reiser Group

Our mission is to provide you with tailored wealth management plans and trusted guidance so you can focus on your career and family.


1450 Brickell Ave., 15th Floor
Miami, FL 33131

Welcome

Welcome to the Reiser Wealth Management Group

We work hard to help you with the financial aspects of successful jobs or everyday challenges, ranging from retirement and estate planning to your life goals. Our mission is to provide you with tailored financial plans and trusted guidance so you can focus on your career and family.

My team and I understand the importance of this responsibility, and I am proud to have been recognized by the professional community in 2020 as a Top 400 Financial Advisor by Financial Times and one of Barron’s Top 1200 Financial Advisors in 2015, 2016, 2017, 2018 and 2020.

Our Personal Philosophy on Life and Wealth

Experience has led us to think long and hard about the relationship between finances and a life well lived. Below are the values our team finds extremely meaningful, and these reflect the approach we believe every client deserves.

  • Nothing is more important than family — helping you and your loved ones enjoy a better life is the foundation of our practice.
  • Money is only as good as what you do with it — we really listen to your dreams and goals to make sure we “get” what it is you truly want to achieve.
  • Make every day count — we know it’s important to think about retirement goals and other long-term plans. But we also work with you on more immediate objectives, so you can enjoy the present moment, knowing that we’ve planned for that too.
  • Clients create their own opportunities — we don’t take for granted the fact that you chose our team to provide you with advisory support. So we are dedicated to working collaboratively to guide you towards the financial path that’s best for you.
  • Working with you means working for you — we think of ourselves as your problem solvers, sounding board, idea generators, networking allies and most importantly, your advocates, working hard to pull together the differing pieces of your financial life.
  • Planning should be customized to your needs — our group has been providing advisory guidance to clients just like you for many years. We feel we have a good handle on how to prioritize your objectives and create integrated plans.
  • Our experience can work to your advantage — on a practical note, we have experience analyzing portfolios and designing financial strategies. Our team has the background to research and select third-party money managers, located around the world, which can help you achieve your long term goals.
  • A conservative approach helps protect your assets— at the end of the day, our job is to manage your money carefully and without undue risk to help get you through both the good and not so good times.
  • The strength of an industry leader is accessible when presented in a boutique setting — we know that J.P. Morgan can seem like a large organization. But we work in really small and intimate ways to deliver personalized attention coupled with the depth and breadth of a global financial powerhouse.
  • Client appreciation is important — our group has worked with some remarkable individuals and families over the years. Hearing that we've made a difference in the lives of our clients is what drives us to move forward every day.

Investment Approach

We serve the wealth advisory needs of a diverse group of clients, delivering advisory guidance that attends to all aspects of their financial pictures. Our team offers tailored financial planning, retirement services, portfolio management and other capabilities that empower you financially so you can focus on your own extraordinary life.

Trusted Advisory Guidance
Experience has taught us that no two investors are alike, and we listen intently to what you want to accomplish and where you want your aspirations to take you–whether you are interested in education funding, travel, a second home or more. Our attention is trained on your differing and distinguishing financial priorities, time horizons, risk parameters and goals. We look at both sides of your balance sheet as well as tax considerations and estate impacts to consider every element of your financial picture.

This discovery process lays the foundation for the pursuit of successful outcomes–asking the right questions and identifying what’s really important allow us to establish a partnership based on trust and transparency.

Certified Financial “Life” Planning
Working toward what you value most takes a coordinated effort and a clearly defined path. Our team builds tailored financial plans that serve as a roadmap toward your specific goals. We leverage our certified financial planning proficiency to help you remain disciplined throughout the investment management process. Frequent communication keeps us connected and in the loop as life evolves.

By working in a consultative manner, we serve as your advocates and help navigate the uncertainties of wealth management choices. Our role is to function as an emotional filter in the decision-making process–inserting common sense to reduce market noise and help you stay the course.

Conservative Foundation
Supported by J.P. Morgan’s intellectual capital and industry-leading research, we allocate your resources in a prudent and targeted manner. Our team has many years of industry experience to handle portfolios in-house rather than relying upon third-party managers.

Drawing on our strong analytical capabilities, we seek high-alpha in the marketplace rather than chase after indexes. Our aim is to strive for a greater return with the lowest risk possible.

Culture of Empowerment
While it’s essential to prepare for a multitude of long-term goals, we believe it is also valuable to simultaneously address strategies for more immediate and shorter-term plans. This astute understanding that wealth must function as a whole enables us to provide an avenue to enhance your life, and uncover potential opportunities and advantages for your family.

Serving alongside your CPA, lawyer and other outside advisors, we help ensure that critical financial decisions work in concert. We place emphasis on strategies that prioritize objectives, create organization and provide clarity.

Integrated Capabilities
We have shaped The Reiser Wealth Management Group around a team of highly educated and credentialed professionals with complementary backgrounds. Our synergies work on many levels to build deep and enduring relationships that provide you with significant value and direction.

J.P. Morgan Brand
Our team affords direct access to the global financial resources of J.P. Morgan to help care for the full complement of your unique objectives. We are pleased to provide the fiscal strength and stability of the firm’s fortress balance sheet to help safeguard your assets in all economic conditions.

Awards & Recognition1

 

Financial Advisor IQ Leadership Council
barrons-top-1200-2020.png
Financial Times Top Financial Advisers 2020 FT 400 Ranking April 2020

Barrons1

Top 1,200 Financial Advisors

2020 · 2018 · 2017 · 2016 · 2015

Financial Times2

Top 400 Financial Advisors

2020

Meet Our Team

Click a profile to learn more about each member.

Linda Lombari

Investment Associate


401-297-6914

linda.m.lombari@jpmorgan.com

1450 Brickell Ave., 15th Floor
Miami, FL 33131

Jake Reiser

Wealth Advisor


305.803.7719

jake.reiser@jpmorgan.com

1450 Brickell Ave., 15th Floor
Miami, FL 33131

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.

Fi360 Inc. owns and awards the certification marks “AIF®” and “Accredited Investment Fiduciary®”. Authorized users of the marks have successfully met requirements for initial certification and annual recertification.

 

1. The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

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This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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