Brett T. AlisonBrett T. AlisonVice PresidentWealth Advisor
About Brett
Brett Alison 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. The client interview process starts with focused questions to help prioritize goals. Brett 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 are consistently reassessed and restructured to help 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.
Brett has more than 15 years of experience in the financial services industry. He began his career as a Financial Advisor at Prudential Securities in 2000. In 2006, Brett 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 currently serves on the board of the Charleston School of Business Club in Atlanta, and sits on the Membership Committee at the Buckhead Club in Atlanta. Brett, who was a collegiate swimmer and NCAA Scholar-Athlete, 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. He and his wife, Leslie, live in Atlanta.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now