Chris Rezek Jr.Chris Rezek Jr., CFP®Vice PresidentWealth Advisor
Awards and Industry Recognition
Forbes | Shook
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
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read Now
A historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
Using donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now
Business succession planning: Valuing your business
September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read Now
US-Canada trade escalation: Why autos and oil matter more than today’s tariffs
September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read Now
New York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now
Should you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read Now5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowA historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowKevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowUsing donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read NowBusiness succession planning: Valuing your business
September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read NowToto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read NowUS-Canada trade escalation: Why autos and oil matter more than today’s tariffs
September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read NowNew York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read NowShould you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read Now