Awards and Industry Recognition
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.