Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025

About Nathan

Nathan Krueger is a Portfolio Manager1 and Wealth Advisor at J.P. Morgan Wealth Management.

A member of The SKS Group, he brings a strong vision, building on a progressive career in the financial services industry. Nathan began his professional journey with Wachovia Securities in 1999, followed by time at UBS before joining J.P. Morgan in 2017. Enhancing his strength in client advisory services, he earned the CERTIFIED FINANCIAL PLANNER® designation in 2006.

Nathan now focuses on asset allocation, investment analysis, and personalized wealth management advice. He holds Series 7, 10, 31 and 66 securities licenses, as well as State of Florida Life, Health and Variable Annuity insurance licenses.

A graduate of Indiana University, Kelley School of Business, Nathan earned a baccalaureate degree in Marketing with minors in Public and Environmental Affairs and History. While in school, he was a member of the collegiate swim team.

Nathan resides in Jupiter with his wife, Diane, and enjoys spending his free time fishing and traveling.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

1The J.P. Morgan Wealth Management Portfolio Manager Program. All Wealth Advisors and Wealth Partners who apply for the Portfolio Manager designation undergo rigorous screening by one of the most experienced due diligence teams in the industry. To remain in the program, Portfolio Managers must continue to meet stringent criteria regarding their organizational structure, investment process and performance.

Insights

Outlook

April 2025 inflation rate lower than expected: What this means for investors

May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
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