John Bretti is a Wealth Advisor with 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 wellrespected 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-networth 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, was a member of the Investment Club and was involved in the Club Hockey Team. 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 fiancée spend many of their weekends in Westchester County with family and lifelong friends. In the colder months, he enjoys the sun in Longboat Key, Florida.
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