Peter BrothertonPeter BrothertonInvestment Associate
About Peter
Peter Brotherton is an Investment Associate 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
A tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read Now
Mind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now
New York estate planning
September 4, 2024When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now
Managing cash: Make sure your assets are well protected
September 4, 2024Choosing where and how to hold your cash reserves is an important part of your overall financial strategy.Read Now
Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market
September 3, 2024The latest Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market explores the outlook for an AI-driven US equity market.Read Now
3 moments that defined August
August 29, 2024As we set course for the upcoming rate cutting cycle, here’s what we learned from August’s highs and lows.Read Now
The importance of business cash management
August 28, 2024Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read Now
When is the right time to buy a second home?
August 27, 2024Buying a second home is a big step on your real estate journey. To determine when the time is right, look at your finances, motivations for buying and the housing market.Read Now
Insight 8: Work together to build a better world
August 27, 2024Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowA tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read NowMind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read NowNew York estate planning
September 4, 2024When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read NowManaging cash: Make sure your assets are well protected
September 4, 2024Choosing where and how to hold your cash reserves is an important part of your overall financial strategy.Read NowEye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market
September 3, 2024The latest Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market explores the outlook for an AI-driven US equity market.Read Now3 moments that defined August
August 29, 2024As we set course for the upcoming rate cutting cycle, here’s what we learned from August’s highs and lows.Read NowThe importance of business cash management
August 28, 2024Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read NowWhen is the right time to buy a second home?
August 27, 2024Buying a second home is a big step on your real estate journey. To determine when the time is right, look at your finances, motivations for buying and the housing market.Read NowInsight 8: Work together to build a better world
August 27, 2024Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now