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
Outlook
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Outlook
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April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowInvesting
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April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read NowInvesting
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April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowWealth Planning
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April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowOutlook
Geopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowEconomy
Is it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowReal Estate
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April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read NowRetirement
3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowOutlook
Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now
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