offices near you
office near you
Sorry we are unable to fetch the Office nearest to you at this point. Please visit Our Offices Page to find the office closest to you.
How can we help?
Melissa A. Reed
Vice President Insurance Specialist, U.S. Private Bank
Biography
Melissa Reed serves as Vice President, Life Insurance Specialist for J.P. Morgan Private Bank, focusing primarily in the Eastern Region. Melissa brings a unique blend of life insurance expertise and advisory experience to her role, offering life insurance strategies for estate, business and retirement planning, as well as long-term care and basic protection. She prides herself on being an integral part of a client's advisory team to deliver holistic approaches to help achieve financial goals.
Melissa previously worked at Equitable, Saybrus Partners and Lincoln Financial Distributors, helping advisors address their clients’ life insurance needs through retirement, long-term care, legacy, business succession and estate planning. Prior to that, Melissa was a Financial Advisor at Merrill Lynch, overseeing trust and investment management accounts for individual clients, and began her financial services career as a Financial Advisor at Edward Jones in 2007.
Melissa has a Bachelor of Science in criminal justice from Texas State University. She also holds an Accredited Asset Management Specialist designation from the College of Financial Planning, her Series 7, 63 and life and health licenses.
Melissa currently resides in Manhattan's Financial District and volunteers as a core gardener at The Battery. She has also been a member of the Women in Financial Services (WIFS) and Financial Women's Association (FWA).
Contact us to discuss how we can help you experience the full possibility of your wealth.
Please tell us about yourself, and our team will contact you.
*Required Fields
Contact us to discuss how we can help you experience the full possibility of your wealth.
Please tell us about yourself, and our team will contact you.
LEARN MORE About Our Firm and Investment Professionals Through FINRA BrokerCheck
To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Please read the Legal Disclaimer for key important J.P. Morgan Private Bank information in conjunction with these pages.
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
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.
Not a commitment to lend. All extensions of credit are subject to credit approval.
