Christopher CarrollChristopher Carroll, CFP®Managing DirectorWealth Partner
LinkedInAbout Christopher
Christopher Carroll is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
With over two decades of experience in the financial services industry, he provides tailored investment management and wealth planning strategies to individuals, families and institutions.
Chris holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and has a deep understanding of the equity markets, hedge funds and alternative investments honed during his years working with institutional investors and in the Investment Bank. This experience has afforded him valuable insight into the ways in which markets relate, how to assess risk and identify investment opportunities.
Chris devotes intensive effort to understanding the entirety of his clients' financial picture, their priorities and their goals. Keeping these objectives in mind, he employs J.P. Morgan's award-winning research and analysis1 to construct personalized strategies and develop short-, medium-, and long-term plans. He leverages his market knowledge to partner with professionals from around the firm and help his clients enhance and preserve their wealth.
The extensive array of capabilities available at J.P. Morgan enables Chris to deliver a comprehensive approach to wealth management and advise clients on complex challenges from wealth transfer and philanthropy to tax issues and business succession options. He also offers strategies related to credit, mortgages, and tailored borrowing approaches, including access to luxury lending services.
Prior to rejoining J.P. Morgan in 2015, Chris was a Managing Director at Janney, Montgomery Scott in Equity Capital Markets where he had the experience of working with many highly successful hedge fund portfolio managers across the globe. From 2004–2010, he was an Executive Director at J.P. Morgan, working in the Investment Bank focusing on Institutional Equities. He began his career as an Associate in Merrill Lynch's Private Bank.
Chris graduated from the University of Pennsylvania with a B.A. in Diplomatic History. He is a member of the Market Leadership Team of Philadelphia for J.P. Morgan, The National Financial Planning Association and The Philadelphia Estate Planning Council. Chris lives in Bryn Mawr, Pennsylvania with his wife, Chrissy, and their two sons. In his spare time, he enjoys playing golf, fishing and spending time with his family and friends.
1Source: Institutional Investor, 2023.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Data centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read Now
How an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read Now
One economy, two markets, one message
September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read Now
3 new changes to qualified small business stock that can supercharge tax savings
September 22, 2026The One Big Beautiful Bill Act potentially increased the size of the qualified small business stock tax break. Here’s how to navigate the changes.Read Now
The cost of capital is rising. Did stocks get the memo?
September 18, 2026The Federal Reserve hiked rates, but it's not fazing the stock market the way investors expected.Read Now
Investing in the space economy: From sci-fi to reality
September 18, 2026A roadmap to the ‘final frontier’ – answering the question on everyone’s mind: what is space beyond SpaceX?Read Now
Fed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.Read Now
Step-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 Now
Diesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio
September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read NowData centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read NowHow an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read NowOne economy, two markets, one message
September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read Now3 new changes to qualified small business stock that can supercharge tax savings
September 22, 2026The One Big Beautiful Bill Act potentially increased the size of the qualified small business stock tax break. Here’s how to navigate the changes.Read NowThe cost of capital is rising. Did stocks get the memo?
September 18, 2026The Federal Reserve hiked rates, but it's not fazing the stock market the way investors expected.Read NowInvesting in the space economy: From sci-fi to reality
September 18, 2026A roadmap to the ‘final frontier’ – answering the question on everyone’s mind: what is space beyond SpaceX?Read NowFed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.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 NowDiesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio
September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read Now