Peter Lennon Advisor Headshot image

Peter J. LennonPeter J. Lennon, CFP®
Vice President
Wealth Advisor

"I view wealth management through a holistic lens, grounded in a deep understanding of each client’s life, goals and financial environment. By building trust-based relationships, I can help clients clarify both short- and long-term objectives."

About Peter

Peter Lennon is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
Peter delivers wealth planning guidance across a wide range of financial scenarios, offering thoughtful advice and education that empower clients to make informed decisions. His deep knowledge base and approachable nature give clients the confidence that they can turn to him with any financial matter—big or small—knowing he will respond with clarity and care.
Peter joined J.P. Morgan in 2013. He spent the previous seven years working with institutional clients focused on fixed income in Associate roles at both Chapdelaine Tullet Prebon, LLC, a leading interdealer broker in fixed income markets, and G.X. Clarke & Co., a broker-dealer specializing in U.S. government securities. In these positions, Peter collaborated with portfolio managers, research analysts and traders to present value-driven trade ideas. Today, he draws upon this experience while leveraging J.P. Morgan's award-winning research and trading capabilities to support the needs of institutional investors.
Peter earned a B.A. from Molloy University and holds the CERTIFIED FINANCIAL PLANNER® designation, reflecting his commitment to fiduciary standards when delivering financial advice.
A resident of Long Island with his wife, Meaghan, and their children, Caroline and Matthew, Peter enjoys playing golf and spending time with family and friends.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

Select this article to learn more about our latest insights
Family Legacy

The value of family engagement and governance in wealth planning

May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
Wealth Planning

J.P. Morgan Summer Reading List 2026

May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read Now
Select this article to learn more about our latest insights
Retirement

Helping your parents retire: How to get started

May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.