Peter Morton has been an investment adviser representative at Hawkins Investment Counsel since March 2025, and is not listed among the firm’s executive officers or direct owners.
Hawkins Investment Counsel, LLC is a firm with $168M under management, 98 clients and 3 advisers across 4 offices, as of its March 2026 filing.
Peter Morton’s longest registration was 4 years at J.P. Morgan Private Wealth Advisors LLC (2020–2025). Before joining Hawkins Investment Counsel in 2025, Peter Morton was registered through J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC.
- – present · 1 yearPleasant Hill, CA · Adviser representative · Firm CRD 134857
- J.P. Morgan Securities LLC– · under a yearSan Francisco, CA · Adviser representative · Firm CRD 79
- J.P. Morgan Private Wealth Advisors LLC– · 4 yearsSan Francisco, CA · Adviser representative · Firm CRD 108559
Investment adviser representative registrations
Peter Morton is registered as an investment adviser representative in 2 states. Each was approved in March 2025.
- CaliforniaSince 19 March 2025
- WashingtonSince 3 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 December 2020 |
| Series 7TO | General Securities Representative Examination | 27 May 2020 |
| SIE | Securities Industry Essentials Examination | 11 December 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 6998741
- Firm
- Hawkins Investment Counsel · CRD 134857
- Office
- Pleasant Hill, CA
- Registration
- Investment adviser registration
- In the industry since
- July 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Peter Morton work?
Peter Morton is an investment adviser representative registered through Hawkins Investment Counsel, LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Peter Morton a financial advisor?
Yes. Peter Morton has a current investment-adviser registration in California and Washington, through Hawkins Investment Counsel since March 2025.
How many years of experience does Peter Morton have?
Peter Morton has 6 years in the financial industry, since July 2020, across 3 adviser firms.
What exams has Peter Morton passed?
Peter Morton has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in December 2019.
Where did Peter Morton work before Hawkins Investment Counsel?
Before Hawkins Investment Counsel, Peter Morton was registered through J.P. Morgan Securities LLC, March 2024 to November 2024; J.P. Morgan Private Wealth Advisors LLC, December 2020 to January 2025.
Where is Peter Morton based?
Peter Morton’s registered office is in Pleasant Hill, CA.
Is Peter Morton registered with FINRA?
No. Peter Morton has no current broker registration.
How can I verify Peter Morton’s record?
Search CRD 6998741 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Morton’s full registration record.