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What We Do
Who We Serve
Insights & Advice
About Us
Melissa A. Reed
Investment Product Specialist, Life Insurance Specialist

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 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 her FINRA Series 7, 63 and life and health licenses. Melissa currently resides in DUMBO in Brooklyn 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). 

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 J.P. Morgan Private Bank regional affiliates and other important 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.

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