Chris Rezek Jr.Chris Rezek Jr., CFP®Vice PresidentWealth Advisor
About Chris
Chris Rezek Jr. is a Wealth Advisor and Partner of The CR | BI Group at J.P. Morgan Advisors and is based in Atlanta, Georgia.
Chris works with corporate executives to integrate nonqualified and incentive stock options, restricted stock, performance stock units, deferred compensation, 401(k), and pension plans into a custom strategy built to achieve specific objectives. He works with his clients to manage illiquid employer stock concentrations across their overall portfolio, and utilizes market research from J.P. Morgan, OCIO, and the team to guide his recommendations.
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.
Chris 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. These were eventful years for the University, as they won the College Football National Championship back-to-back, beating Chris Sr.'s Ohio State Buckeyes en-route to the 2022 Championship.
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.
Insights
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May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now