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

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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