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
2025 • 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 and Economy

Investing in equities? 3 key questions to consider

September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read Now
Outlook

August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?

September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
Wealth Planning

Retirement and estate planning for unmarried couples

September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
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