About Peter

Peter Lennon is a Vice President and CERTIFIED FINANCIAL PLANNER with J.P. Morgan Wealth Management.

He serves the needs of a wide array of clients that include high-net-worth individuals, registered investment advisors, hedge funds, mutual funds and trading firms. Peter prides himself on his approachability; he consistently reiterates that his primary focus is to navigate the vast resources at J.P. Morgan in order to present clients with best-in-class ideas and recommendations.

Peter believes that managing wealth is far more than managing one's investments; it involves a holistic understanding of who that person is and the financial forces at work in his or her life. Peter develops relationships that are founded on trust; he utilizes goal-based planning strategies to assist clients in achieving both short- and long-term financial goals. He helps clients define their objectives, then develops investment strategies designed to achieve those objectives. One of Peter's primary responsibilities is to educate clients throughout the financial planning process and he makes it clear that clients can approach him with any financial situation, and he will assist them in making a more informed decision.

Prior to joining J.P. Morgan in 2013, Peter spent seven years working with institutional clients, specializing in fixed income. He held Associate positions at Chapdelaine Tullett Prebon, a leading interdealer broker in fixed income markets, and G.X. Clarke & Co., a broker-dealer that specialized in U.S. government securities; over these years, Peter collaborated with portfolio managers, research analysts and traders, presenting value-add trade ideas to clients. Peter draws upon this experience today while working with institutional clients; he leverages J.P. Morgan's award-winning research1 and trading capabilities, in order to meet institutional clients' needs.

Peter received a B.A. from Molloy College, and has obtained his CFP® certification, which requires him to act as a fiduciary when providing financial advice to clients.

Peter and his wife, Meaghan, live in Rockville Centre with their two children, Caroline and Matthew. In his free time, Peter enjoys playing golf and spending time with family and friends.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Source: J.P. Morgan ranked #1 as the All-America Research Team, Institutional Investor, 2020.

Insights

Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing

Consumers are still spending, but what they’re buying is changing

May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.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.
(914) 899-5929peter.lennon@jpmorgan.com