Peter Lennon is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in White Plains, NY, with 18 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Location
925 Westchester Avenue, Floor 04, White Plains, NY, 10604
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Peter is an employee of both JPMorgan Securities and JPMorgan Bank since June 2018. As an employee of JPMorgan Bank, he can offer bank products and services, including deposit and credit products.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Tullett Prebon Financial Services LLCBroker
Chapdelaine Tullett Prebon, LLCBroker
G.X. Clarke & CO.Broker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Ronald D'antoniJ.P. Morgan Securities LLC
- Harold Reinstein, CFPJ.P. Morgan Securities LLC
- Luther Stuhlman, CFAJ.P. Morgan Securities LLC
- David KaplanJ.P. Morgan Securities LLC
- Stephen GoldJ.P. Morgan Securities LLC
- Courtney Bosi, CFPJ.P. Morgan Securities LLC