Peter C. Mullen

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 08/2017
  Riverside Yacht Club
  Riverside, CT
• 05/2018 → 08/2018
  The Brunswick School
  Greenwich, CT
• 06/2019 → 08/2019
  Greenwich Country Club
  Greenwich, CT
• 05/2020 → 07/2020
  Greenwich Wine & Spirits
  Riverside, CT
• 06/2020 → 08/2020
  Steward Partners Global Advisory
  New York, NY
• 06/2021 → 08/2021
  Golub Capital
  New York, NY
• 09/2017 → 05/2018
  Unemployed
  Riverside, CT
• 06/2022 → 06/2022
  Unemployed
  Hamilton, NY
• 07/2022 → 07/2025
  Goldman Sachs
  New York, NY
• 08/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 08/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 08/2018 → 05/2022
  Colgate University
  Hamilton, NY

Other Businesses

Effective 8/25/2025 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2026-01-23
• S63 Uniform Securities Agent State Law Examination
  2022-09-27

Other Names

• Peter Mullen
• Peter Christopher Mullen