Peter Lennon Advisor Headshot image

Peter J. LennonPeter J. Lennon, CFP®
Vice President
Wealth Advisor

"I view wealth management through a holistic lens, grounded in a deep understanding of each client’s life, goals and financial environment. By building trust-based relationships, I can help clients clarify both short- and long-term objectives."

About Peter

Peter Lennon is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.

Peter delivers wealth planning guidance across a wide range of financial scenarios, offering thoughtful advice and education that empower clients to make informed decisions. His deep knowledge base and approachable nature give clients the confidence that they can turn to him with any financial matter—big or small—knowing he will respond with clarity and care.

Peter joined J.P. Morgan in 2013. He spent the previous seven years working with institutional clients focused on fixed income in Associate roles at both Chapdelaine Tullet Prebon, LLC, a leading interdealer broker in fixed income markets, and G.X. Clarke & Co., a broker-dealer specializing in U.S. government securities. In these positions, Peter collaborated with portfolio managers, research analysts and traders to present value-driven trade ideas. Today, he draws upon this experience while leveraging J.P. Morgan's award-winning research and trading capabilities to support the needs of institutional investors.

Peter earned a B.A. from Molloy University and holds the CERTIFIED FINANCIAL PLANNER® designation, reflecting his commitment to fiduciary standards when delivering financial advice.

A resident of Long Island with his wife, Meaghan, and their children, Caroline and Matthew, Peter enjoys playing golf and spending time with family and friends.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

Retirement

Health care and long-term care options during retirement: A guide

November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read Now
Retirement

How to prepare to enroll in Medicare

November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now
Investing

Preserving your wealth

November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.