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Benjamin R

CFP®, Series 66

Greenwich, CT

J.P. Morgan Securities

Benjamin Reiser is a CFP®-designated financial advisor with J.P. Morgan Securities, based in Greenwich, CT, and has three years of industry experience. He also serves as a Strategic Consultant for PickleStar Theatricals, a multigenerational producing group focused on theatrical productions. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors.

Wealth management Executive Founder/Business Owner
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David R

Series 63, Series 65

Greenwich, CT

J.P. Morgan Securities

David Reiser is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining J.P. Morgan in 2018, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is also the co-author of two books published by John Wiley & Sons, including "Letters from Home" (2010), which supports finding a cure for breast cancer and ending child hunger. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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