Chris Rezek Jr.Chris Rezek Jr., CFP®Vice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
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
The IPO wave is historic. So is today’s market.
June 12, 2026A surge in new equity offerings is coming at a time of immense scale and depth in the U.S. stock market.Read Now
AI tools and your privacy: What you need to know
June 10, 2026Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
What to expect at Kevin Warsh’s first Federal Reserve meeting as chair: 3 things to watch for when the FOMC meets in June
June 8, 2026The June FOMC meeting will be Kevin Warsh's first as chair. His communication style and handling of the policy statement may offer early signals about how he plans to lead the Federal Reserve moving forward.Read Now
Is the momentum trade over?
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June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Business succession planning: Building an effective team
June 4, 2026The 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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June 1, 2026Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
If the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read Now
What is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowThe IPO wave is historic. So is today’s market.
June 12, 2026A surge in new equity offerings is coming at a time of immense scale and depth in the U.S. stock market.Read NowAI tools and your privacy: What you need to know
June 10, 2026Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowWhat to expect at Kevin Warsh’s first Federal Reserve meeting as chair: 3 things to watch for when the FOMC meets in June
June 8, 2026The June FOMC meeting will be Kevin Warsh's first as chair. His communication style and handling of the policy statement may offer early signals about how he plans to lead the Federal Reserve moving forward.Read NowIs the momentum trade over?
June 5, 2026With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.Read NowJetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read NowBusiness succession planning: Building an effective team
June 4, 2026The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read NowWhere to invest cash to boost its yield
June 1, 2026Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowIf the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read NowWhat is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now