Bret BakerBret BakerInvestment Associate
About Bret
Bret Baker is an Investment Associate at J.P. Morgan Wealth Management.
Bret spearheads the operations for The Soja West Group, contributing to a high-touch experience for clients and colleagues alike. He offers the insights he has gained from more than two decades in the investment and wealth management fields.
Bret holds a number of responsibilities within the team. His areas of focus include portfolio management, trading execution and 10b5-1 trading plan development. Bret also serves as the team's business practice manager, allocating workflow and overseeing consistent processes and routines. He has worked alongside Steve Soja for over two decades.
Prior to moving to J.P. Morgan Wealth Management with his team in 2023, Bret spent more than eight years at First Republic Private Wealth Management, where he was a Director and Investment Specialist. Earlier, he served for more than nine years with Credit Suisse, where he was an Assistant Vice President. He has worked in financial services since 2000.
Bret earned his B.A. in Political Science from California State University—Sacramento and holds the Chartered Retirement Planning CounselorSM designation.
Insights
Understanding life insurance
December 9, 2024Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now
Preserving your wealth
December 9, 2024Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now
November 2024 jobs report: 277,000 jobs added, staging a robust rebound
December 9, 2024The November 2024 jobs report reaffirms our view that the Federal Reserve will likely cut interest rates in December, continuing along its recent path.Read Now
5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read Now
Selecting the right assets to give to charity
December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read Now
What is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read Now
Understanding business entities
December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
Your values and hopes: What your loved ones really need to know
December 4, 2024Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
Providing for children with special needs
December 4, 2024It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read NowUnderstanding life insurance
December 9, 2024Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read NowPreserving your wealth
December 9, 2024Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowNovember 2024 jobs report: 277,000 jobs added, staging a robust rebound
December 9, 2024The November 2024 jobs report reaffirms our view that the Federal Reserve will likely cut interest rates in December, continuing along its recent path.Read Now5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read NowSelecting the right assets to give to charity
December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read NowWhat is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read NowUnderstanding business entities
December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowYour values and hopes: What your loved ones really need to know
December 4, 2024Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowProviding for children with special needs
December 4, 2024It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now