Bret BakerBret Baker, CRPC®Vice PresidentBusiness Management Specialist
About Bret
Bret Baker is a Vice President 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.
Bret and his wife, Jennifer, live in Contra Costa County and have two adult daughters and one adult son.
Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Insights
Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Alternative Investments in 2025: Our top five themes to watch
March 18, 2025Normalizing rates and new growth drivers appear poised to transform private markets, creating potential opportunities.Read Now
Insulate your investment strategy with a portfolio line of credit
March 18, 2025A portfolio line of credit can be an alternative source of liquidity which can help an investor avoid having to liquidate securities and upset their investment strategy and possible trigger capital gains.Read Now
What are grantor retained annuity trusts (GRATs)?
March 17, 2025Grantor retained annuity trusts (GRATs) can serve as an efficient way to transfer wealth with little or no gift tax liability.Read Now
Tariff implications for investors: Building a resilient portfolio amid pullbacks
March 14, 2025How long can the economy’s strength last? We examine the risks to our base case.Read Now
Investment implications of President Trump’s first month in office
March 12, 2025In his first 30 days, President Trump has made policy decisions on tariffs, immigration and deregulation. Here’s what investors need to know moving forward.Read Now
Eye on the Market: Fifty days of grey
March 12, 2025In this edition of Eye on the Market, Michael Cembalest gives his take on the Trump administration’s economic policies 50 days in, as well as their effect on markets thus far.Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read NowNavigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read NowWealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowAlternative Investments in 2025: Our top five themes to watch
March 18, 2025Normalizing rates and new growth drivers appear poised to transform private markets, creating potential opportunities.Read NowInsulate your investment strategy with a portfolio line of credit
March 18, 2025A portfolio line of credit can be an alternative source of liquidity which can help an investor avoid having to liquidate securities and upset their investment strategy and possible trigger capital gains.Read NowWhat are grantor retained annuity trusts (GRATs)?
March 17, 2025Grantor retained annuity trusts (GRATs) can serve as an efficient way to transfer wealth with little or no gift tax liability.Read NowTariff implications for investors: Building a resilient portfolio amid pullbacks
March 14, 2025How long can the economy’s strength last? We examine the risks to our base case.Read NowInvestment implications of President Trump’s first month in office
March 12, 2025In his first 30 days, President Trump has made policy decisions on tariffs, immigration and deregulation. Here’s what investors need to know moving forward.Read NowEye on the Market: Fifty days of grey
March 12, 2025In this edition of Eye on the Market, Michael Cembalest gives his take on the Trump administration’s economic policies 50 days in, as well as their effect on markets thus far.Read Now