Nathan KruegerNathan Krueger, CFP®, AIF®Wealth Advisor, Portfolio Manager
Awards and Industry Recognition
Forbes
About Nathan
Nathan Krueger is a Wealth Advisor and Portfolio Manager 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 FINRA Series 7, 10, 31 and 66 securities licenses, as well as State of Florida Life, Health and Variable Annuity insurance licenses. He is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
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.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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