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Financial Advisors – Atlanta Location

J.P. Morgan Securities
3424 Peachtree Road NE, Suite 1700
Atlanta, GA 30326

Advisory Services Alliance Members

Tom W. Alison, CIMA®
Tom Alison

Managing Director
Phone: 404.842.4330
Email: tom.alison@jpmorgan.com

Tom Alison is a Financial Advisor and Managing Director at J.P. Morgan Securities, the wealth management division of J.P. Morgan. He also has the Certified Investment Management Analyst® (CIMA) designation from Wharton Business School at The University of Pennsylvania. As a principal and the senior member of the Alison Group, Tom plays a critical role in helping high-net-worth individuals, families, university endowments, institutions and business owners achieve their financial goals. Under his leadership, the group applies fundamental investment principles with a high-touch approach to create living plans that are regularly reevaluated and updated to help optimize performance, minimize risk, and mitigate volatility. Tom passionately monitors the markets on a daily basis, keeping an eye on monetary policy, valuation indicators, and the short-term market psychology to help ensure that each client’s portfolio is strategically and tactically positioned to benefit from the market’s machinations.

Tom has more than 40 years of experience in the financial services industry. His career began in 1970 as an institutional consultant with Goodbody & Co., after which he started building a managed investment practice for retail clients at firms including Shearson, Hammill & Co., Shearson Hayden Stone, Loeb, Rhoades & Co., Paine Webber, and Prudential. He founded the Alison Group with his son, Brett, in 2006 while they were at Wachovia Securities (which moved to Bear Stearns that same year and later became J.P. Morgan Securities).

In 1967, Tom graduated from the University of California Santa Barbara with a B.S. degree in economics and a minor in corporate finance in 1967. Prior to starting his financial services career, Tom served three years as Lieutenant JG in the U.S. Naval Air Force. When he isn’t working with clients or analyzing the markets, Tom enjoys jogging 10-15 miles a week, reading, and spending time with family in Destin, FL. He and his wife, Dianne, live in Atlanta and have three children and four grandchildren.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

Brett T. Alison
Brett Alison

Vice President
Phone: 404.842.4332
Email: brett.alison@jpmorgan.com

Brett Alison is a Vice President and Financial Advisor at J.P. Morgan Securities, the wealth management division of J.P. Morgan. As a principal of the Alison Group, Brett helps his high-net-worth individual, family, corporate executive and university endowment clients achieve their financial goals through a proprietary client interview process that starts with patient listening and focused questions to help them prioritize their life goals. Then he performs sophisticated market research, disciplined technical analysis, and due diligence to construct appropriate portfolio strategies.

Brett helps drive the Alison Group’s focus on applying fundamental investment principals to construct living plans that are consistently reassessed and restructured to help create the optimal balance between high performance, minimal risk and limited volatility. As part of this approach, Brett additionally relies on the intellectual resources available to him through J.P. Morgan to deliver quality advice on a wide range of issues, including investment management, executive services and banking strategies.

Brett has more than 13 years of experience in the financial services industry. He began his career as a Financial Advisor at Prudential Securities in 2000, and in 2006 Brett partnered with his father, Tom, to form the Alison Group at Wachovia Securities (which moved to J.P. Morgan Securities later that year).

Brett graduated from the College of Charleston in 2000 with a B.S. degree in business administration. He currently serves as president of the Charleston School of Business Club in Atlanta, and sits on the membership committee at the Buckhead Club in Atlanta. Brett, who was a collegiate swimmer and NCAA Scholar-Athlete, continues to be a passionately competitive athlete—in his free time, he competes in triathlons and qualified for Team USA to compete in the World Championships in Budapest, Hungary. He and his wife, Leslie, live in Atlanta, GA.

About J.P. Morgan Securities

J.P. Morgan Securities leverages one of the most comprehensive product platforms in the industry, as well as the financial strength of JPMorgan Chase & Co., one of the world’s oldest, largest and best known financial institutions. Our Investment Professionals offer clients a broad suite of transactional, wealth management and investment advisory services. They provide highly personalized service and access to world-class products and services offered through the global financial resources of J.P. Morgan.

The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. (“JPMS”), member FINRA, NYSE and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

Learn more about our firm and investment professionals through FINRA BrokerCheck.

The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

“J.P. Morgan Securities” is a brand name for a wealth management business conducted by JPMorgan Chase & Co (“JPMC”) and its subsidiaries worldwide. JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (JPMS), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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