About Nathan

Nathan Krueger is a Portfolio Manager, Wealth Advisor and CERTIFIED FINANCIAL PLANNINGTM professional at J.P. Morgan Wealth Management.

A member of The Sylvia Wealth Management 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 his designation as a CERTIFIED FINANCIAL PLANNERTM 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® and CERTIFIED FINANCIAL PLANNERTM are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.

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
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.