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
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January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowFed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowThe new frontier: 3 themes driving alternatives in 2026
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January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowNew 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowFamily governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowShould I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now