Brett Alison Advisor Headshot image

Brett T. AlisonBrett T. Alison
Executive Director
Wealth Advisor

Awards and Industry Recognition

Forbes

America's Top Wealth Management Teams
2023
Top Wealth Management Teams Best-In-State
2026 • 2025 • 2024 • 2023

About Brett

Brett Alison is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.

Brett delivers financial advisory and investment services to senior-level executives, business owners, multigenerational affluent families, retirees and university endowments. He finds his clients' financial achievement and success in reaching their goals to be personally gratifying and derives energy from witnessing the positive changes in their lives.

Brett takes a disciplined, planning-based approach, in which he focuses on educating clients on current markets and the economic landscape, sharing insights on the conditions that can affect their portfolios, and helping them make informed investment decisions. He adjusts asset allocation to take advantage of dislocations in global markets, adhering to a formula that encompasses research, technical analysis and due diligence, backed by fundamental principles that balance performance, risk and volatility.

In a financial services career spanning more than two decades, Brett began as a financial advisor at Prudential Securities. He ultimately partnered with his father to form a team at Wachovia Securities (now Wells Fargo), which moved to J.P. Morgan in 2006.

A graduate of The College of Charleston, Brett earned a B.S. in Business Administration and was a collegiate swimmer and NCAA Scholar-Athlete. He has competed in more than two dozen global marathons and triathlons, including for Team USA in the World Triathlon Championships in Budapest, Hungary in 2010, and two full Ironman races.

Brett and his wife, Leslie, live in Atlanta with their son, Dax, and their puppy, Piper. Active in the community, Brett volunteers for Mercy Care, Trinity House, Our Lady of Assumption (OLA) and as a mentor at Atlanta Youth Academy.

Insights

Investing

“Buy-borrow-die": The 3-step wealth strategy explained

July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read Now
Markets and Economy

Small-cap success: Why this rally looks different

July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read Now
Select this article to learn more about our latest insights
Investing

Paying with debt: How to leverage your investments

July 1, 2026Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.