Peter MullenPeter MullenInvestment Associate
About Peter
Peter Mullen is an Investment Associate at J.P. Morgan Wealth Management.
Peter graduated cum laude from Colgate University with a B.A. in History and minors in English and Religion. He began his career as a Financial Analyst and later served as a Wealth Management Professional within Private Wealth Management at Goldman Sachs, supporting ultra-high-net-worth individuals, institutions, endowments, and nonprofits. Peter holds the SIE, Series 7, Series 66, and Series 63 licenses.
Peter joined industry veteran Jeff Burke at KTB Partners, JPMorgan Advisors, helping build the broader team. Jeff brings over two decades of private banking and wealth management experience, including executive and leadership roles at JPMorgan. Together, they combine Peter’s analytical, client-focused approach with Jeff’s institutional depth to deliver tailored strategies that leverage JPMorgan’s resources while maintaining a boutique, highly personalized experience.
Originally from Riverside, CT, Peter is active in the Brunswick School and Colgate alumni networks and serves on the Associate Board of Breakthrough NY, supporting students from seventh grade through college. He lives in Battery Park City and enjoys swimming at Asphalt Green, playing basketball on the West Side Highway, and spending time with family at Rockaway Beach. Like Jeff, Peter is committed to thoughtful client engagement, actively listening to clients’ goals, priorities, and challenges. He works closely with clients across wealth modeling, planning, investment selection, portfolio construction, lending, and estate planning strategies. Peter and Jeff are committed to delivering exceptional client service by providing tailored solutions that leverage JPMorgan’s extensive capabilities.
Insights
Caring for aging relatives: financial conversations and planning
October 21, 2026As your parents, in-laws and other loved ones grow older, you may need to be more involved in their care, including financial conversations and planning.Read Now
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Oil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
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Make philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read NowCaring for aging relatives: financial conversations and planning
October 21, 2026As your parents, in-laws and other loved ones grow older, you may need to be more involved in their care, including financial conversations and planning.Read NowHow to protect your privacy with smart devices at home
October 19, 2026All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHelping older and vulnerable loved ones avoid scams
October 19, 2026Older and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowInflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read Now6 year-end strategies to consider
October 16, 2026As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2026 and beyond.Read NowAre Fed officials changing their tone ahead of October’s FOMC meeting? Here’s what they’re saying
October 12, 2026Several Fed officials have struck a more hawkish tone in speeches ahead of October’s FOMC meeting. Here's what they're saying, what the dot plot suggests, and the key dates and reports that could shift expectations.Read NowWhat risks? Earnings are up and to the right
October 9, 2026Earnings strength is spreading beyond the handful of mega-cap names that have dominated index-level returns.Read NowOil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read NowMake philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read Now