Nathan KruegerNathan Krueger, CFP®Wealth Advisor
About Nathan
Nathan Krueger is a Portfolio Manager, Wealth Advisor and CERTIFIED FINANCIAL PLANNINGTM professional at J.P. Morgan Wealth Management.
A member of The Sylvia Wealth Management 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 his designation as a CERTIFIED FINANCIAL PLANNERTM in 2006.
Nathan now focuses on asset allocation, investment analysis, and personalized wealth management advice. He holds Series 7, 10, 31 and 66 securities licenses, as well as State of Florida Life, Health and Variable Annuity insurance licenses.
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® and CERTIFIED FINANCIAL PLANNERTM are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.
Insights
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