Executive Director, National Lead for Outsourced Family Office, J.P. Morgan Wealth Management
Chris Pegg leads the Outsourced Family Office in developing and implementing custom-tailored family office services for clients with multigenerational wealth. These services are crafted from a thorough understanding of each family’s specific needs as well as their values and the vision they share for their legacy across generations.
Pegg joined J.P. Morgan Wealth Management in 2023 after his role as Managing Director of Family Office Services at First Republic. Previously, Pegg spent more than 20 years of his career focused on the wealth planning needs of real estate investors, business owners and other high-net-worth families, first in private practice as a tax attorney and then as a Director of Wealth Planning for Wells Fargo Private Bank.
Highly respected in the industry, Pegg is a sought-after speaker and writes frequently on matters related to tax law and wealth planning. He has been cited on multiple occasions in The New York Times, Bloomberg and other national publications.
Pegg holds a J.D. and an LL.M. in taxation. He received board certification in tax law in 2010 from the Florida State Bar and has been a certified financial planner since 2005.
JPMorgan Chase and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your personal tax, legal and accounting advisors for advice before engaging in any transaction.
Check the background of our firm and investment professionals on FINRA's BrokerCheck
To learn more about J.P. Morgan Wealth Management’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.
This website may provide information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Please read additional Important Information in conjunction with these pages.