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

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
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