Chris Chase

Chris Chase

Wealth Manager, J.P. Morgan Wealth Management
San Francisco

Chris Chase

Wealth Manager, J.P. Morgan Wealth Management
San Francisco
  • Wealth Management Experience Since 1998
    Chris Chase is a Managing Director and Wealth Manager with J.P. Morgan Wealth Management. Mr. Chase joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Chase was a Managing Director and Wealth Manager at First Republic since 2015, joining from Credit Suisse Private Banking. Mr. Chase specializes in helping founders and other highly concentrated shareholders of privately-held companies implement early stage tax and estate planning strategies in anticipation of liquidity events. He also manages the restricted stock transactions for public company executives. In addition, Mr. Chase advises clients on asset allocation and wealth preservation strategies. Mr. Chase's previous investment experience also includes roles at Lehman Brothers, Banc of America, and Montgomery Securities. Previously, he worked on the Pacific Coast Stock Exchange trading floor and for a commodities trading firm in Los Angeles.
  • Community Involvement
    Mr. Chase specializes in helping founders and other highly concentrated shareholders of privately-held companies implement early stage tax and estate planning strategies in anticipation of liquidity events. He also manages the restricted stock transactions for public company executives. In addition, Mr. Chase advises clients on asset allocation and wealth preservation strategies.
  • Professional Designation
    Mr. Chase’s previous investment experience also includes roles at Lehman Brothers, Banc of America, and Montgomery Securities. Previously, he worked on the Pacific Coast Stock Exchange trading floor and for a commodities trading firm in Los Angeles.
  • Education
    Chris holds a Bachelor of Arts in Economics and Business from East Carolina University.
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