Charles BrooksCharles BrooksSenior Client Associate
About Charles
Charles Brooks is a Senior Client Associate at J.P. Morgan Wealth Management.
Charles works with business owners, senior executives, foundations, sports executives and entertainment professionals, supporting them as they consider complex financial decisions and pursue their goals. He offers wealth planning, investment strategy, portfolio construction, lending guidance and assistance with estate considerations, taking into account each client’s aspirations, values and time horizon. Charles brings a thoughtful, highly personalized approach to each relationship, focusing on building trust and aiming to help clients feel understood and supported at every stage.
With a strategic, relationship-driven philosophy, Charles connects clients with the advice, insights, people and opportunities that can assist them as they work toward their objectives. He draws from strong technical capabilities to support clients across a range of targeted areas, including equity compensation decisions, tax-aware structuring, management of concentrated stock positions, planning for liquidity events and long-term wealth structuring. When more complex needs arise, he serves as a central point of coordination across a network of specialists including legal, tax and other key areas. With a focus on clear communication and disciplined decision-making, he works to help clients approach important moments and milestones with greater confidence and perspective.
Charles joined J.P. Morgan in 2026 after beginning his financial services career at William Blair Private Wealth Management. He previously served as an executive fellow at Chick-fil-A Inc., where he worked closely with the office of the CEO and the corporate social responsibility team on strategic initiatives and business development efforts. Earlier in his career, he worked as a business development consultant delivering cloud-based services to large corporations. Charles earned an M.B.A. from the Terry School of Business at the University of Georgia and a B.A. in philosophy from Morehouse College. He holds the Series 7 and Series 66 securities licenses.
Inspired by the opportunity to support individuals through life’s milestones, Charles brings a perspective shaped by his upbringing as the son of a pastor. Like his father, he focuses on supporting individuals as they navigate challenges, prepare for the future and make important decisions along the way. He views his role as a way to help clients not just build wealth, but intentionally shape the life they want to live.
Outside of work, Charles enjoys running, weightlifting and spending time on the golf course.
Insights
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July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
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July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowAI scams, deepfakes, impersonations … oh my!
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July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now