J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
8yrs
Peter Yanni
Financial advisor at J.P. Morgan Securities
Peter Yanni has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Los Angeles, California. Peter has been with J.P. Morgan Securities since 2026; before that, Peter spent seven years at Merrill. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1888 Century Park E, Los Angeles, CA 90067
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.
Series 66Uniform Combined State Law Examination
Career
- Apr 2026 – nowJ.P. Morgan Securities LLCCurrent firm
- 2018 – 2026MerrillPreviously
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 J.P. Morgan Securities at 800-999-2000 and ask for Peter Yanni. Peter works from the Los Angeles, CA office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Peter hold?
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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