J.P. Morgan Securities
39yrs
Top advisor by experience in La Canada
13yrs
Peter Tran
Financial advisor at Wells Fargo Advisors
Peter Tran is a fiduciary financial advisor in La Canada, California, with 13 years in the industry. After six years at J.P. Morgan Securities, Peter joined Wells Fargo Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Peter holds the CFP® designation.
One of 11 advisors with offices in La Canada, and one of 9 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office555 Foothill Blvd, La Canada, CA 91011
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2015 – 2021J.P. Morgan Securities LLCPreviously
Contact Peter
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Peter. 555 Foothill BlvdLa Canada, CA 91011Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Peter
Tailored to Peter’s registration and firm.
- 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 Wells Fargo Advisors at (314) 875-3000 and ask for Peter Tran. Peter works from the La Canada, CA office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2013, about 13 years. 13 years in the industry.
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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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