UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
4yrs
Peter Rios
Financial advisor at J.P. Morgan Securities
Peter Rios is a fiduciary financial advisor in Dallas, Texas, with 4 years in the industry. Peter joined J.P. Morgan Securities in 2025, after a year at Fidelity Personal and Workplace Advisors. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office100 Crescent Court 13th Floor, Dallas, TX 75201
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
- Jan 2025 – nowJ.P. Morgan Securities LLCCurrent firm
- Nov 2023 – Nov 2024Fidelity Personal and Workplace AdvisorsPreviously
Contact Peter
(800) 999-2000Firm headquarters in New York, NY. Ask for Peter. 100 Crescent Court 13th FloorDallas, TX 75201Office · Get directions Firm websitewealthpartners.jpmorgan.com
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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 J.P. Morgan Securities at (800) 999-2000 and ask for Peter Rios. Peter works from the Dallas, TX office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2023, about 4 years. 4 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?
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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