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
International stock market performance so far in 2026: Europe, China, India and more
August 11, 2026International stock market performance has diverged in 2026. See how Europe, China, India and Japan are tracking – and why rates, sector concentration and currency moves can change results for U.S. investors.Read Now
Fewer Fed meetings under Kevin Warsh? What a reduced FOMC calendar could mean for investors
August 11, 2026Reports say Fed Chair Kevin Warsh is considering fewer FOMC meetings. Here’s what that could mean for Fed communication, market volatility and investor portfolios.Read Now
AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now
Introduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now
Will the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowInternational stock market performance so far in 2026: Europe, China, India and more
August 11, 2026International stock market performance has diverged in 2026. See how Europe, China, India and Japan are tracking – and why rates, sector concentration and currency moves can change results for U.S. investors.Read NowFewer Fed meetings under Kevin Warsh? What a reduced FOMC calendar could mean for investors
August 11, 2026Reports say Fed Chair Kevin Warsh is considering fewer FOMC meetings. Here’s what that could mean for Fed communication, market volatility and investor portfolios.Read NowAI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read NowIntroduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowWill the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read NowA family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now