Charles CooperCharles Cooper
Vice President
Wealth Advisor

"I display an intense work ethic and help ensure that nothing falls through the cracks."

About Charles

Charles Cooper is a Wealth Advisor at J.P. Morgan Wealth Management.

As a founding member of the McPharlin Cooper Group, he leverages his strong relationship management skills to deliver holistic advisory guidance for the team's high-net-worth clients and their families.

Charles believes what sets the Group apart from other wealth management practices within the financial advisory industry is its focus on both sides of the balance sheet to consider assets as well as liabilities within each individual's total financial picture. This attention to the many factors of wealth management enables him to deliver a broad suite of planning, strategic investment and executive services. Charles works very closely with the J.P. Morgan Mortgage Advisory team to address mortgage financing, lending and credit needs. He displays an intense work ethic and helps ensure that nothing falls through the cracks.

Taking a leadership path to a career in financial services, Charles graduated magna cum laude from The Citadel, the Military College of the South. He holds a B.B.A. with a concentration in Finance. Charles interned at Merrill Lynch while in school, and upon graduation, joined the firm and the team. In 2018, they transitioned to J.P. Morgan, where he is pleased to deliver financial guidance and streamlined investment solutions that have a positive effect within his community.

A native of Charleston, South Carolina, Charles resides with his wife, Sara Kate, in Chicago. In his spare time, he enjoys golf, sport fishing and volunteering with Peoples Church of Chicago. He is a foodie with an affinity for both exclusive restaurants and Southern barbeque.

Insights

Outlook

Is a Goldilocks economy just a fairy tale?

May 17, 2024With 2024’s tale still unfolding, we decipher between promising dynamics and looming threats.Read Now
Outlook

Testing the five big insights of our 2024 Outlook

May 16, 2024As we said in December: There haven’t been this many attractive investment choices to consider in more than a decade.Read Now
Outlook

April 2024 CPI Report: Inflation Is Trending In The Right Direction | J.P. Morgan

May 16, 2024The April 2024 CPI report shows inflation is moving in the right direction toward the Federal Reserve's 2% goal.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.