About Nathan

Nate Paulson is a Wealth Advisor at J.P. Morgan Wealth Management.

Nate collaborates with affluent individuals and their families, as well as successful business owners seeking to redeploy assets resulting from a recent liquidity event. He also has developed a distinctive institutional niche, advising university-adjacent collectives on managing and growing their capital pool in perpetuity.

Nate assists his clients in establishing their long-term goals and then makes appropriate investment and planning recommendations that place them on a path toward pursuing their objectives. His strengths include creative problem-solving and a true understanding of people and loyalty, vital components in forging lasting client relationships.

Beginning his financial services career as a lender and relationship manager at Fifth Third Bank before segueing into securities, Nate earned high recognition as an Investment Representative. He made a strategic pivot to Citigroup to broaden his exposure to sophisticated international investment management services. He joined J.P. Morgan to provide his clients with a comprehensive suite of targeted products and services available through the firm's global capabilities.

A native of Detroit, Nate graduated from Grand Valley State University in Grand Rapids, Michigan, where he earned a B.B.A. in Finance and Economics.

Nate lives in Chicago, and in his free time, enjoys attending sporting events, especially football, and spending time on Lake Michigan with his family. He also taps the creative part of his brain by being a published songwriter.

Insights

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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