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
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 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.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 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
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.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 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.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 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 NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now