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
Business Planning
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Markets and Economy
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Markets and Economy
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Wealth Planning
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Wealth Planning
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3 new changes to qualified small business stock that can supercharge tax savings
September 22, 2026The One Big Beautiful Bill Act potentially increased the size of the qualified small business stock tax break. Here’s how to navigate the changes.Read NowMarkets and Economy
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September 18, 2026A roadmap to the ‘final frontier’ – answering the question on everyone’s mind: what is space beyond SpaceX?Read NowMarkets and Economy
The cost of capital is rising. Did stocks get the memo?
September 18, 2026The Federal Reserve hiked rates, but it's not fazing the stock market the way investors expected.Read NowMarkets and Economy
Fed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.Read NowWealth Planning
Step-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read NowMarkets and Economy
Diesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio
September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read NowWealth Planning
Liquidity is a step Great Wealth Transfer plans can miss
September 14, 2026Estate planning is only one piece of preparing for the Great Wealth Transfer. Don’t overlook the banking access and liquidity needed to execute it. Here’s what you should consider.Read NowMarkets and Economy
$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read NowCybersecurity
Social engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read Now
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