Charles BelzCharles BelzSenior Client Associate
About Charles
Charlie Belz is a Senior Client Associate at J.P. Morgan Wealth Management.
Charlie works closely with an accomplished clientele, helping them streamline their financial affairs and regain precious time in their lives. His responsibilities include investment research, trading, operations, money movement, new-account onboarding and problem-solving. Quantitatively skilled, Charlie combines analytical rigor with genuine warmth, forging lasting relationships. Eager to have a positive impact on the clients he serves, he takes pride in relieving the administrative burdens that wealth can pose so that clients can nurture their ambitions and focus on their personal priorities.
Charlie began his tenure with J.P. Morgan Wealth Management in the summer of 2022 as an Intern with The Miller Group. He joined the firm full time in 2023, participating in its Wealth Management Rotational Analyst Program, which consisted of three rotations in Relationship Management, Business Development, and Solutions and Advice. This hands-on experience provided Charlie with exposure to the firm's wealth management processes and systems—knowledge he continues to apply in his current capacity with The Miller Group.
Charlie earned his B.S. in Finance from the Kelley School of Business at Indiana University. He holds FINRA Series 7 and 66 licenses.
Originally from Denver, Colorado, Charlie is an avid fan of his hometown teams. He also enjoys supporting Indiana University athletics. Eager to give back to his community, Charlie has been active with charitable initiatives since college and enjoys participating in outreach to the greater-Chicago area.
Insights
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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 NowStep-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read NowLiquidity is a step Great Wealth Transfer plans can miss
September 14, 2026Estate planning is only one piece of preparing for the Great Wealth Transfer. Don’t overlook the banking access and liquidity needed to execute it. Here’s what you should consider.Read NowFamily social media guidelines: Sharing vs. security
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September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read Now$100 oil isn’t as scary as it used to be
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September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read NowAligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.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 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 Now