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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