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
Investing
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March 6, 2026Despite the latest Middle East conflict and a surge in oil prices, U.S. equities remain resilient amid international volatility.Read NowWealth Planning
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February 27, 2026As panic around artificial intelligence (AI) fuels exaggerated fears of disruption and sell-offs, cybersecurity and sovereign infrastructure stand to benefit as critical levers of AI adoption.Read NowRetirement
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