Transamerica Financial Advisors
37yrs
Top 2% by experience in Berkeley
26yrs
Peter Green
Financial advisor at J.P. Morgan Securities
Based in Berkeley, California, Peter Green is a fiduciary financial advisor with 26 years of industry experience. Peter has been with J.P. Morgan Securities since 2015; before that, Peter spent less than a year at Citigroup Global Markets and four years at Wells Fargo Advisors. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 117 advisors with offices in Berkeley, and one of 102 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?Top 10% by experience at J.P. Morgan Securities
Office1870 Solano Avenue, Berkeley, CA 94707
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
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
- 2015 – nowJ.P. Morgan Securities LLCCurrent firm
- Aug 2014 – Jan 2015Citigroup Global Markets Inc.Previously
- 2011 – 2014Wells Fargo Clearing Services, LLCPreviously
- 2007 – 2011Wells Fargo Investments, LLCPreviously
Contact Peter
(800) 999-2000Firm headquarters in New York, NY. Ask for Peter. 1870 Solano AvenueBerkeley, CA 94707Office · 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 J.P. Morgan Securities at (800) 999-2000 and ask for Peter Green. Peter works from the Berkeley, CA office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2001, about 26 years. Top 10% by experience at J.P. Morgan Securities.
What licenses does Peter hold?
Series 63, 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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