About Nate

Nate Lloyd is a Senior Client Associate with J.P. Morgan Wealth Management.

As a member of the OCB Group, he serves in a multi-faceted role handling client administrative and operational needs, including account opening, wire transfers, and other ad hoc requests that require focused attention. Nate is empathetic and understanding of clients' needs and acts as a point guard to help navigate the firm. He is known for being readily available to handle complex issues and facilitate requests.

Nate graduated from San Diego State University with a B.A. in Political Science. He began his career as a Consultant with ADP, honing his relationship management skills. Nate joined J.P. Morgan in 2021. He holds FINRA Series 7 and 66 securities licenses.

Nate grew up in the East Bay and currently lives in San Francisco. In his spare time, he loves skiing, reading, and cheering on the Bay Area sports teams.

Insights

Investing

How much of your portfolio should be in non-U.S. stocks?

July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Family Legacy

Creating meaning in the send-off: A guide for families with college-bound children

July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Investing

What is the electric vehicle (EV) boom?

July 21, 2025Electric vehicles are taking to the road in record numbers and the entire industry is heating up. Learn about what’s happening in the EV market.Read Now
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