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

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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