
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

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Emerging markets may offer more than meets the eye – selectivity matters
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April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
The global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Common financial milestones women experience throughout their lives
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