Peter Rios

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

• 08/2022 → 11/2024
  Fidelity Investments
  Westlake, TX
• 01/2020 → 08/2022
  Chick Fil A
  Denton, TX
• 06/2019 → 08/2021
  Denton Bible Church
  Denton, TX
• 06/2017 → 06/2019
  Wash-It-Kwik
  Denton, TX
• 06/2015 → 06/2017
  Dairy Queen
  Denton, TX
• 12/2024 → Present
  J.P. Morgan Securities Llc
  Dallas, TX
• 12/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Dallas, TX
• 05/2021 → 08/2021
  Kanakuk Ministries
  Lampe, MO

Previous Registrations

• 2023-11-21 → 2024-11-26
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Other Businesses

Entity Name: Doordash Investment related: No Address: doordash.com Nature of the other business: Food Delivery Position/Title/Relationship: Employee/Contractor Start Date: 09/06/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Picking up food from restaurants and delivering them to customers. No connections to financial services, no connections to JPMC Effective 12/18/2024 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
  2023-11-16
• S63 Uniform Securities Agent State Law Examination
  2023-01-19

Other Names

• Peter Sumo Rios
• Peter Rios