About John

John Bretti is a Wealth Advisor at J.P. Morgan Wealth Management.

John works closely with affluent families, business owners and successful individuals to help them grow and preserve their wealth so they may establish a meaningful legacy. He acts as their conduit to the fortress balance sheet and global capabilities of J.P. Morgan, one of the most well-respected banks in the world.

By bringing a customized approach to each relationship, John makes it clear that he is always on the client's side of the table. He listens carefully to understand what individuals hope to achieve across the many phases of their financial life.

John is particularly interested in advising ambitious clients in the asset accumulation phase, helping them to plot a long-term plan toward accomplishing their specific goals. He works hard to demystify wealth management so that all members of multi-generational families—both those nearing retirement and younger members—are financially confident and prepared for the responsibilities ahead.

Over a decade-plus career in wealth management, John has become intimately familiar with the opportunities and challenges faced by high-net-worth clients. Before his current role, he was a Financial Strategist at Equitable Advisors, offering investment approaches that addressed changing economic environments. Now at J.P. Morgan, he is pleased to share the firm's comprehensive platform, market perspective, talented resources, and award-winning research1 for the benefit of his clients.

John earned a B.S. in Finance & Real Estate from Syracuse University, where he graduated magna cum laude. He holds the Accredited Investment Fiduciary® designation.

Committed to giving back to the community, John has been recognized for his lifetime donations to the New York Blood Center. He also volunteers with Habitat for Humanity.

One of John's core priorities is to spend quality time with the people he values most. He and his wife, Maddy, reside in Ridgefield, Connecticut, with their baby boy, John Richard. They like to catch up on the weekends with family and lifelong friends. In the colder months, he enjoys the sun in Longboat Key, Florida.

1J.P. Morgan Insights. https://jpmorgan.com/insights/global-research/extel -rankings as of December 2024.

1Source: Institutional Investor, 2022.

Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification

Insights

Markets and Economy

Diesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio

September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read Now
Wealth Planning

Step-up in cost basis: What this tax rule means for inherited assets when someone dies

September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read Now
Wealth Planning

Liquidity is a step Great Wealth Transfer plans can miss

September 14, 2026Estate planning is only one piece of preparing for the Great Wealth Transfer. Don’t overlook the banking access and liquidity needed to execute it. Here’s what you should consider.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.