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
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now