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
Money and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read Now
‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read Now
Insight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
How AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read Now
What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read Now
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
The Great Wealth Transfer: Estate planning, gifting and tax strategies for ’givers’
August 24, 2026Learn the pros and cons of lifetime giving, trusts and wills, and setting clear expectations for heirs when passing down wealth to the next generation.Read Now
Gold as a safe haven for investors – and how it can work in a diversified portfolio
August 24, 2026Gold can be a safe haven and still rise alongside stocks. Here’s what drives gold, how it can diversify a portfolio and why our strategists still like it for the rest of 2026.Read Now
From Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read NowMoney and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read Now‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read NowInsight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowHow AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read NowWhat Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read NowInsight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowThe Great Wealth Transfer: Estate planning, gifting and tax strategies for ’givers’
August 24, 2026Learn the pros and cons of lifetime giving, trusts and wills, and setting clear expectations for heirs when passing down wealth to the next generation.Read NowGold as a safe haven for investors – and how it can work in a diversified portfolio
August 24, 2026Gold can be a safe haven and still rise alongside stocks. Here’s what drives gold, how it can diversify a portfolio and why our strategists still like it for the rest of 2026.Read NowFrom Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read Now