Chris Rezek Jr.Chris Rezek Jr., CFP®Vice PresidentWealth Advisor
About Chris
Chris Rezek Jr. is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
Chris partners with J.P. Morgan OCIO to consult on 401(k) plans, pensions, endowments, foundations, private / public charities, and to provide corporate cash management solutions.
Chris graduated from The Terry College of Business at The University of Georgia in Athens, GA in 2016 with a B.B.A. in Finance, and is an alumnus of The Lovett School in Atlanta, GA.
He joined Merrill Lynch as a Wealth Advisor after UGA, working on an institutional team in Atlanta. He joined Morgan Stanley in 2018 as a Wealth Advisor based in Denver, Colorado, focusing on corporate executives and equity compensation plans.
In 2020, Chris was elected to the Financial Planning Association of Colorado's Executive Board, and served a two year term, leading the Education and NexGen committees.
In 2021, Chris joined the Terry College of Business at The University of Georgia's Young Alumni Board, serving a two year term.
Currently, Chris sits on the Young Professionals Board for HOPE Atlanta. Founded in the early 1900s, HOPE Atlanta is the Metro's most established agency dedicated to fighting homelessness.
Chris is a CERTIFIED FINANCIAL PLANNER® and holds active Series 7 and 66 licenses.
In his free time, Chris enjoys college football, downhill and backcountry snow skiing, mountaineering, golf and tennis; competing in the latter nationally as a junior through USTA and on The University of Georgia Club Tennis Team.
Chris completed the AIARE 1 course in 2019, and is trained in Wilderness First Aid and Avalanche Burial Rescue; he is an active member of the American Alpine Association.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Planning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Custodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now
A loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
What will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
We need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
Your house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
How did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHow did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read Now