Nate LloydNate LloydSenior Client Associate
LinkedInAbout 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
Business Planning
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Wealth Planning
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Outlook
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April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowWealth Planning
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowMarkets
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowSustainability
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April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowFamily Legacy
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowInvesting
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read NowMarkets
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowOutlook
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowMarkets
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
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