Peter BrothertonPeter BrothertonWealth Advisor
About Peter
Peter Brotherton is a Wealth Advisor at J.P. Morgan Wealth Management.
As a member of FGF Partners, Peter works closely with clients, helping them delineate their goals, gain clarity over multiple aspects of their finances, and identify underlying efficiencies to pursue their ambitions more effectively.
Within the team, Peter serves as the primary financial planner, offering extensive depth in assembling client input, aggregating multiple variables and modeling possible scenarios. Drawing on his broad base of knowledge, he also oversees fixed-income trading, leads alternative-investment operations, prepares client proposals, runs customized reports and designs tax-sensitive liquidity strategies. Committed to client success, Peter finds great satisfaction in helping clients tackle meaningful issues in their lives and wealth, such as anticipating the timing of their retirement, identifying reliable cash flow to maintain their lifestyles or assessing their ability to undertake a significant purchase.
Peter joined J.P. Morgan Wealth Management in 2023, moving with his team from First Republic Private Wealth Management. Earlier, he was a Vice President with Gideon Strategic Partners, a Registered Investment Advisor based in Santa Monica, where he served for more than four years. Peter began his career at Verve Talent & Literary Agency, where he was an Assistant.
A graduate of Chapman University, Peter earned his B.B.A. in International Business with minors in Economics and French. During his tenure at Chapman, he spent a semester abroad at College International De Cannes. Peter is a graduate of Culver Military Academy in Indiana. He holds FINRA Series 7 and 66 securities licenses and has successfully completed the Securities Industry Essentials®(SIE®) Exam.
Outside the office, Peter loves to spend time with his girlfriend, Eileen, and their dog, Gus. He enjoys biking to and from work, swimming and playing golf. In his free hours, he also likes to read, watch movies and play video games.
Insights
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now