Christopher John Rezek
Investment adviser representative at J.P. Morgan Securities LLC
20 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$429.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- J.P. Morgan Securities LLCJun 2017 to now
- JPMorgan Chase Bank NAJun 2017 to now
- JPMorgan Securities LLCJun 2017 to now
- Sanford C. Bernstein & Co., LLCJan 2006 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 5 states (GA, LA, NC, OH, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4044819
- Firm CRD
- 79