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

Wealth Planning

Communicating wishes when preparing for a death

January 9, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Outlook

Can markets climb the wall of worry?

January 9, 2024From government shutdown fears to surging bond yields, there’s plenty for investors to fret about – but there’s also reason for optimism.Read Now
Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
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