Christopher SheetsChristopher SheetsExecutive DirectorWealth Advisor
LinkedInAbout Christopher
Christopher Sheets is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. As a co-founder of the Sheets Green Group, Chris leverages his background in capital markets and wealth planning to deliver guidance that can address the complex objectives of high-net-worth individuals.
Chris employs a due diligence process to design asset allocations that align with personalized goals, often utilizing investments in the alternative and private investments space which may help significantly enhance risk-adjusted returns over that of traditional stock and bond portfolios.
He has a particular affinity for helping business owners with the specific requirements of pre- and post-liquidity planning, and the potential for meaningfully improving post-sale outcomes for families considering the sale of a closely held business.
A graduate of the University of Colorado, Chris holds a B.S. in Business Administration from the Leeds School of Business with a minor equivalency in Economics. He earned a dual Area of Emphasis in both Marketing and International Business. As part of his schooling, Chris studied abroad with Semester at Sea, a shipboard program that offers experiential learning opportunities in international ports around the globe. This adventure immersed him in many of the world's diverse economies and fueled his interest in global markets.
For the first 10 years of his professional life, Chris held multiple business development roles working for both J & J Industries and one of the portfolio companies of Berkshire Hathaway. For the past 18 years, he has served as a Financial Advisor, most recently at Bernstein Private Wealth Management, where he was named Principal in 2007, and as a leader in the Houston office, being named to the Senior Investment Advisors Group in 2009. Chris joined J.P. Morgan in 2018, attracted by the firm's entrepreneurial environment and client-centric resources.
A resident of Houston, Chris and his wife, Julie, have two sons, Cameron and Sean, and enjoy the boys' many athletic activities. In his down time, he enjoys sharing his lifelong love of boating with them. Chris raises funds for SEARCH Homeless Services, an organization dedicated to helping thousands of individuals and families move from the streets into jobs and safe, stable homes. He and his family play a meaningful role in their local community and give back to worthy causes close to their hearts.
- Memorial High School Booster Club
- Memorial Drive Presbyterian Church
- Sandalwood Civic Club
Insights
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June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
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June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
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