Chris Rezek Sr.Chris Rezek Sr., CFP®
Managing Director
Wealth Advisor

"I focus on scaling the global capabilities of J.P. Morgan down to an individual level to develop long-term diversified portfolios, including alternative investments when appropriate."

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2024
Top Wealth Management Teams Best-In-State
2025

About Chris

Chris Rezek Sr. is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.

As a founder of The CR | BI Group, Chris offers a range of comprehensive planning and investment guidance to high-net-worth individuals and their families, foundations and endowments. His focus is on scaling the global capabilities of J.P. Morgan down to an individual level.

Chris is a graduate of the Fisher School of Business at The Ohio State University. He is a CERTIFIED FINANCIAL PLANNER® professional with nearly 25 years of financial services experience.

Chris began his career at Bernstein's West Palm Beach location, creating investment advisory strategies for private clients. In 2005, he opened Bernstein's Atlanta office and served as the Managing Director for 12 years.

Active in his community, Chris and his wife, Denise, reside in Atlanta and support the Chastain Park Conservancy.

He is a member of the Investment Committee for Mercy Care Atlanta Foundation and previously served on the Fisher School of Business Alumni Board for five years.

Chris is a member of the Atlanta Estate Planning Council and the Financial Planning Association. When not in the office or with clients, he enjoys running and is an avid golfer.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
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