Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
37yrs
Peter Sullivan
Financial advisor at J.P. Morgan Securities
Peter Sullivan has worked in the financial industry for 37 years and is a fiduciary financial advisor based in Boston, Massachusetts. Peter has been with J.P. Morgan Securities since 2025. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience37 years (since 1989)
How that compares ?Top 1% by experience at J.P. Morgan Securities
Office50 Rowes Wharf, Boston, MA 02110
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2025 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Peter
Local office(617) 223-4645Ask for Peter. (800) 999-2000Main office · New York, NY 50 Rowes WharfBoston, MA 02110Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Peter
Tailored to Peter’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Peter
How do I contact Peter?
Call Peter’s local office at (617) 223-4645 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Peter Sullivan.
How long has Peter been a financial advisor?
Peter has been in the industry since 1989, about 37 years. Top 1% by experience at J.P. Morgan Securities.
What licenses does Peter hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Peter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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