
John BrettiJohn BrettiWealth Advisor
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

Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
