Peter RiosPeter RiosClient Associate
About Peter
Peter Rios is a Client Associate at J.P. Morgan Wealth Management.
As a member of the Daniel J. Brauer team, Peter provides attentive customer service and operational support for ultra-high-net-worth individuals, families and business owners. His responsibilities include onboarding procedures, funds transfers and coordinating key operational activities for the team. Peter is a dedicated resource for client service needs, striving to provide an exceptional experience for both clients and advisors.
Peter joined J.P. Morgan in 2025 following his tenure at Fidelity Brokerage Services LLC, where he developed a strong foundation in client support and acquired skills to carefully address individual clients' needs. He graduated from the University of North Texas with a B.B.A. in Enterprise Management.
Peter lives in Denton, TX with his wife, Jaley, and their daughter, Avery Jo. Outside of work, he enjoys spending time with friends and playing golf.
Insights
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December 2, 2025As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read NowCybersecurity
How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowWealth Planning
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December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.Read NowMarkets and Economy
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November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowWealth Planning
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November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read NowMarkets and Economy
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November 21, 2025AI, household trends and global trade are giving investors both reasons to feel optimistic and reasons to show caution.Read NowWealth Planning
A loving gift: The ethical will
November 21, 2025While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWealth Planning
Changing your state of residence
November 21, 2025When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read Now
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