Peter Morton
Investment adviser representative at Hawkins Investment Counsel, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$167.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Hawkins Investment Counsel, LLCMar 2025 to now
- Cfa InstituteNov 2024 to Mar 2025
- JP Morgan Chase Bank, N.A.Oct 2023 to Nov 2024
- J.P. Morgan Securities LLCSep 2023 to Nov 2024
- First Republic Investment Management, Inc.Aug 2018 to Nov 2024
- First Republic Securities Company, LLCAug 2018 to Sep 2023
- Santa Clara UniversitySep 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
Hawkins Investment Counsel, LLC
$167.8MAssets managed
98Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6998741
- Firm CRD
- 134857