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
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowConsumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read NowCan equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now