Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025

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® professional 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

Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
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May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
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