Cetera Investment Advisers
40yrs
Top advisor by experience in Pleasant Hill
6yrs
Peter Morton
Financial advisor at Hawkins Investment Counsel
Based in Pleasant Hill, California, Peter Morton is a fiduciary financial advisor with 6 years of industry experience. Peter joined Hawkins Investment Counsel in 2025, after a year at J.P. Morgan Securities and four years at J.P. Morgan Private Wealth Advisors. Peter holds the CFP® designation.
One of 51 advisors with offices in Pleasant Hill, and one of 49 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
OfficePleasant Hill, CA
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$1.71 million
Advisors at the firm4
States licensed ?1 state
Services through Hawkins Investment Counsel
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowHawkins Investment Counsel, LLCCurrent firm
- Mar 2024 – Nov 2024J.P. Morgan Securities LLCPreviously
- 2020 – 2025J.P. Morgan Private Wealth Advisors LLCPreviously
Questions to ask Peter
Tailored to Peter’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Peter
How do I contact Peter?
Call Hawkins Investment Counsel at (360) 536-2181 and ask for Peter Morton. Peter works from the Pleasant Hill, CA office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2020, about 6 years. 6 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?
Hawkins Investment Counsel reports being paid by a percentage of the assets they manage, hourly 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.
Other advisors nearby
Osaic Wealth
36yrs
Top 4% by experience in Pleasant Hill
Wells Fargo Advisors
35yrs
Top 6% by experience in Pleasant Hill
Cetera Investment Advisers
35yrs
Top 8% by experience in Pleasant Hill
Ascension Wealth Partners
34yrs
Top 10% by experience in Pleasant Hill
ALE
32yrs
Top 12% by experience in Pleasant Hill