Nathan PaulsonNathan Paulson, AIF^®

Wealth Advisor

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

Nate specializes in collaborating with affluent individuals, families and successful business owners who are looking to identify investment opportunities that align with their long-term goals. He has also carved out a niche advising professional athletes and artists throughout the various stages of their dynamic careers.

Nate works closely with his clients to advise on modern capital strategy and provides tailored recommendations to help them pursue their objectives. His strengths lie in creative problem-solving and a deep understanding of people and loyalty, which are essential for building lasting client relationships.

Nate began his financial services career in asset-based lending and high-net worth relationship management at Fifth Third Bank before transitioning into securities. As an Investment Representative, he earned high recognition for his work throughout his career. He then made a strategic move to Citigroup to gain broader exposure to sophisticated international investment management services. At J.P. Morgan, Nate offers his clients a comprehensive suite of targeted products and services through the firm's global capabilities.

Originally from Detroit, Nate was a National Honor Society student before graduating from Grand Valley State University in Grand Rapids, Michigan, with a B.B.A. in Finance and Economics.

Now residing in Chicago, Nate enjoys attending sporting events, following the business side of the NFL, and spending time with his family on The Great Lakes. In his free time, he also enjoys golfing, freediving and exploring his creative side as a published songwriter.