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

Finding opportunity in increasing deficits

May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
Wealth Planning

J.P. Morgan Summer Reading List 2025

May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Retirement

Helping your parents retire: How to get started

May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
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