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
Should you consider options trading or skip it?
October 22, 2026Should you trade options? Learn how to decide if they fit your financial goals and risk tolerance.Read Now
Parents: 5 ways to teach your kids about financial fraud
October 21, 2026With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
Caring for aging relatives: financial conversations and planning
October 21, 2026As your parents, in-laws and other loved ones grow older, you may need to be more involved in their care, including financial conversations and planning.Read Now
How to protect your privacy with smart devices at home
October 19, 2026All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
Helping older and vulnerable loved ones avoid scams
October 19, 2026Older and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
6 year-end strategies to consider
October 16, 2026As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2026 and beyond.Read Now
Inflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read Now
Are Fed officials changing their tone ahead of October’s FOMC meeting? Here’s what they’re saying
October 12, 2026Several Fed officials have struck a more hawkish tone in speeches ahead of October’s FOMC meeting. Here's what they're saying, what the dot plot suggests, and the key dates and reports that could shift expectations.Read Now
What risks? Earnings are up and to the right
October 9, 2026Earnings strength is spreading beyond the handful of mega-cap names that have dominated index-level returns.Read NowShould you consider options trading or skip it?
October 22, 2026Should you trade options? Learn how to decide if they fit your financial goals and risk tolerance.Read NowParents: 5 ways to teach your kids about financial fraud
October 21, 2026With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowCaring for aging relatives: financial conversations and planning
October 21, 2026As your parents, in-laws and other loved ones grow older, you may need to be more involved in their care, including financial conversations and planning.Read NowHow to protect your privacy with smart devices at home
October 19, 2026All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHelping older and vulnerable loved ones avoid scams
October 19, 2026Older and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now6 year-end strategies to consider
October 16, 2026As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2026 and beyond.Read NowInflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read NowAre Fed officials changing their tone ahead of October’s FOMC meeting? Here’s what they’re saying
October 12, 2026Several Fed officials have struck a more hawkish tone in speeches ahead of October’s FOMC meeting. Here's what they're saying, what the dot plot suggests, and the key dates and reports that could shift expectations.Read NowWhat risks? Earnings are up and to the right
October 9, 2026Earnings strength is spreading beyond the handful of mega-cap names that have dominated index-level returns.Read Now