
Brett A. LangbertBrett A. LangbertExecutive DirectorWealth Partner
About Brett
Brett Langbert is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management. He draws on his many years of capital markets background to provide high-net-worth individuals with the advisory guidance and investment management strategies that are needed due to the complexities of significant wealth. Historically, his successful and geographically diverse client base has included financial professionals, C-suite executives, entrepreneurs, athletes and people experiencing a life transition. Brett manages growth, balanced ETF, and income portfolios as a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary assets and are subject to ongoing quantitative and qualitative reviews in order to assess their investment strategy.
Brett brings a holistic approach to help organize all important financial elements into one comprehensive picture. He takes a macro view of each client's assets—personal, business, corporate, family, real estate holdings, liquid and illiquid instruments—to identify ways in which to intelligently leverage these investments over time. Brett drills down to build strategic models and plans that seek alpha in the marketplace. He is fond of saying that the most important criterion in holistic wealth management is to be brilliant at the basics.
A graduate of Colgate University, Brett holds a B.A. with Honors in Political Science. In his senior year of college, he put plans for law school on hold to enter the first-ever training program that Goldman Sachs had to offer in its securities businesses.
Over the course of nearly 25 years, Brett acquired extensive Wall Street experience at prestigious firms such as Goldman Sachs, Morgan Stanley and UBS before embracing wealth management. Prior to joining J.P. Morgan in 2018, Brett began his Financial Advisor career with Bernstein Private Wealth Management. Brett's broad investment background includes a wide array of capital markets investing, trading, credit, lending and portfolio responsibilities. He leverages his deep-rooted understanding of institutional capital markets to create a differentiated and unique wealth management experience for his clients.
A native of New Jersey, Brett resides in Jupiter, Florida with his wife and their two daughters. In his free time he enjoys golf, fishing, theatre and spending time outdoors with his family. Brett's passion for working with clients is equaled only by his dedication to philanthropic endeavors. He is a proud supporter of many organizations close to his heart:
Board member, Maltz Jupiter Theatre, Florida's largest award-winning regional theatre, committed to performance, production and education through its collaborations with local and national artists
Member, University of Miami Neurological Council.
Insights

Debt Ceiling: Déjà Vu
April 20, 2023With the government up against its spending limit, negotiations are brewing in Congress. Investors’ best move now? Stay the course.Read Now
Why 2023 may still be good for private markets
April 20, 2023As market volatility pushes down valuations, now may be the time to think about investing.Read Now
Tax deferral can sometimes be a costly mistake
April 19, 2023You could unnecessarily pay almost double in taxes if you don’t defer with care. Be sure to put the right assets in the right types of accounts.Read Now
Don't get burned by scams on your summer holiday
April 19, 2023Summer brings sun, fun and relaxation, but it can also bring scammers. When planning your vacation, be sure to leave these SPFs — scams, phonies and frauds — behind.Read Now
Looking to buy or sell a house in today’s strange U.S. market?
April 19, 2023Disruption sparked by COVID-19 looks likely to play itself out relatively soon. But each area’s story will probably be dramatically different.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2023There are a myriad of “teachable moments” buried in ordinary everyday decisions and activities that can help children develop financial awareness and a sense of responsibility.Read Now
3 ways to stay active while in retirement
April 16, 2023Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The bull and bear cases for 2023
April 13, 2023From the global economy to stocks and bonds, investors consider the path forward for a market that’s looking much different this year than last.Read Now
3 steps you can take to maximize tax alpha
April 13, 2023Tax-loss harvesting strategies offer an efficient way to reduce your tax bill – here are three ways to keep the tax benefits coming for longer.Read Now
Debt Ceiling: Déjà Vu
April 20, 2023With the government up against its spending limit, negotiations are brewing in Congress. Investors’ best move now? Stay the course.Read Now
Why 2023 may still be good for private markets
April 20, 2023As market volatility pushes down valuations, now may be the time to think about investing.Read Now
Tax deferral can sometimes be a costly mistake
April 19, 2023You could unnecessarily pay almost double in taxes if you don’t defer with care. Be sure to put the right assets in the right types of accounts.Read Now
Don't get burned by scams on your summer holiday
April 19, 2023Summer brings sun, fun and relaxation, but it can also bring scammers. When planning your vacation, be sure to leave these SPFs — scams, phonies and frauds — behind.Read Now
Looking to buy or sell a house in today’s strange U.S. market?
April 19, 2023Disruption sparked by COVID-19 looks likely to play itself out relatively soon. But each area’s story will probably be dramatically different.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2023There are a myriad of “teachable moments” buried in ordinary everyday decisions and activities that can help children develop financial awareness and a sense of responsibility.Read Now
3 ways to stay active while in retirement
April 16, 2023Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The bull and bear cases for 2023
April 13, 2023From the global economy to stocks and bonds, investors consider the path forward for a market that’s looking much different this year than last.Read Now
3 steps you can take to maximize tax alpha
April 13, 2023Tax-loss harvesting strategies offer an efficient way to reduce your tax bill – here are three ways to keep the tax benefits coming for longer.Read Now