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David Reiser
I have built my practice upon a steadfast belief that all clients, regardless of their financial circumstances, merit sound and conservative guidance.

David Reiser, CFP®, AIF®

Managing Director

David Reiser, CFP®, AIF®


305-397-7497

david.reiser@jpmorgan.com

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

Awards & Recognition1

Financial Advisor IQ Leadership Council
barrons-top-1200-2020.png
Financial Advisers 2020

About David

David Reiser is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. As the founder of The Reiser Wealth Management Group, he delivers holistic financial planning strategies tailored to the personalized requirements of a wide breadth of clients and their multigenerational families. In recognition of his leadership within the wealth management community, he was named in 2020 to Financial Times list of Top 400 Financial Advisors and Barron’s list of Top 1,200 Financial Advisors for 2015, 2016, 2017,2018 and 2020.1

David has built his practice upon a steadfast belief that all clients, regardless of their financial circumstances, merit sound and conservative guidance. He acts as a concierge to direct the full resources of the firm toward pursuing customized needs. David works to instill a sense of financial discipline, yet is known for encouraging individuals to spend on meaningful goals. He is committed to managing relationships with the utmost trust and integrity.

A wealth management advisor since 1986, David began his career at Kidder Peabody and continued with the firm through acquisitions by Paine Webber and UBS. Subsequently, he honed his skills at Smith Barney Wealth Management. In 2018, David and his team joined J.P. Morgan, drawn to the firm’s entrepreneurial environment, intellectual capital and award-winning research.2 With offices in Miami, New York and Rhode Island, he serves clients across the East Coast and in other areas of the United States.

David is a highly educated wealth partner with strong capabilities across a multitude of important disciplines: B.S. in BioMechanical Engineering from Rensselaer Polytechnic Institute; M.B.A. from the Rensselaer Lally School of Management; M.S. in Financial and Estate Planning from the College for Financial Planning; Certified Financial Planner (CFP®) accreditation, 1989; Accredited Investment Fiduciary (AIF®).

David is the co-author of: Letters from Home: A Wake-Up Call for Success & Wealth (Wiley, 2010), and Wealthbuilding: Investment Strategies for Retirement and Estate Planning (Wiley, 2002).

David and his wife, Andrea, are residents of Miami, FL. They are the proud parents of four sons, including a set of twins.

1. The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Awards or rankings are not indicative of future success or results.

The Barron’s 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. Awards or rankings are not indicative of future success or results.

2. J.P. Morgan ranked #1 as the All-America Research Team in the weighted results, Institutional Investor, 2019.

CFP® and CERTIFIED FINANCIAL PLANNERTM 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.

 

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