Chris Rezek

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 11/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 11/2018 → 08/2023
  Morgan Stanley
  Denver, CO
• 08/2023 → Present
  J.P. Morgan Securities Llc
  Atlanta, GA
• 08/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Atlanta, GA

Previous Registrations

• 2018-11-20 → 2023-09-01
  Morgan Stanley
  Denver, CO
• 2016-09-06 → 2018-11-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA

Other Businesses

Entity Name: Hillside Partners, LLC Investment related: No Address: 2859 Paces Ferry Road SE, Suite 1140 Atlanta, GA 30339 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The purpose of the LLC is a holding vehicle for outside real estate investment. Sole Owner LLC. Entity Name: Dudley Partners, LLC Investment related: No Address: 2859 Paces Ferry Road SE, Suite 1140 Atlanta, GA 30339 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: LLC to hold outside real estate investment.Joint Owner / Manager LLC with my sister. Effective 8/24/2023 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2016-08-30

Other Names

• Christopher J Rezek
• Christopher John Rezek
• Christopher John Rezek
• Chris Rezek