Brett T. AlisonBrett T. AlisonExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
Forbes
About Brett
Brett Alison is a Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
He is a partner of The Alison | Jenkins | Podkulski Group and helps high-net-worth individuals, affluent families, corporate executives and university endowments pursue their financial goals. Brett begins the client interview process with targeted questions to help prioritize goals. He then performs sophisticated market research, disciplined technical analysis and due diligence to construct appropriate portfolio strategies.
Brett helps drive the team's focus on applying fundamental investment principles to construct living plans that create a balance between performance, risk and volatility.
As part of this approach, Brett additionally relies on the intellectual resources available to him through J.P. Morgan to deliver quality advice on a wide range of issues, including investment management, executive services and banking strategies.
With 20 years of experience in the financial services industry, Brett began his career as a Financial Advisor at Prudential Securities in 2000. In 2006, he partnered with his father, Tom, to form a team at Wachovia Securities. That same year, they moved to J.P. Morgan.
Brett graduated from the College of Charleston in 2000 with a B.S. in Business Administration. He was a collegiate swimmer and NCAA Scholar-Athlete, and continues to be a passionate, competitive athlete. In his free time, he competes in triathlons and qualified for Team USA to compete in the World Championships in Budapest, Hungary. Brett lives in Atlanta with his wife, Leslie, and son, Dax.
Insights
Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now
2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Making dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now
100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now