Chris Carroll, CFP® in

Chris Carroll, CFP®

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Managing Director at J.P. Morgan
📍 Philadelphia, Pennsylvania, United States

Chris is a Managing Director and CERTIFIED FINANCIAL PLANNER™ at J. P. Morgan, where he leads The Carroll Group in Philadelphia. He specializes in comprehensive wealth and portfolio management for high-net-worth clients. He holds a B. A. in Diplomatic History from the University of Pennsylvania and began his career at Merrill Lynch.

Deeply engaged in his professional community, Chris is an active member of The National Financial Planning Association and The Philadelphia Estate Planning Council. This reflects his commitment to the highest standards of financial strategy and client advisement within the Philadelphia area.

Unique fact: Chris leverages an uncommon academic background in Diplomatic History for his career in global finance.

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Experience
25 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
Philadelphia, Pennsylvania, United States
Personality Overview

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Communication Style
Decision Approach
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Priorities

Topics Chris cares about

Wealth Management
He leads a wealth advisory group at J. P. Morgan, providing comprehensive strategies for high-net-worth individuals, families, and business owners.
Investment Strategy
His public posts analyze emerging markets, inflation-resistant sectors like utilities and healthcare, and portfolio shaping based on market volatility.
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Career

Work history

9-2015
Managing Director
J.P. Morgan
5-2010 - 9-2015
Institutional Equity Sales
Janney Montgomery Scott
3-2003 - 5-2010
Institutional Equity Sales
JPMorgan Chase
7-2000 - 3-2003
Private Banking
Merrill Lynch
In the press

Media appearances

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Education
1996 - 2000
Education details unavailable
University of Pennsylvania
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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