Charles CooperCharles Cooper
Vice President
Wealth Advisor

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

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025

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.

Charles resides with his wife, Sara Kate, and two children, in Charleston, South Carolina. In his spare time, he enjoys spending time with his kids, golf, and volunteering with The Ronald McDonald House. He is a foodie with an affinity for both exclusive restaurants and Southern barbeque.

Insights

Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Outlook

What April’s solid jobs report means for the stock market and interest rates

May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.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.