Nathaniel Lloyd

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2020 → Present
  Jpmorgan Securities Llc
  San Francisco, CA
• 09/2020 → Present
  Jpmorgan Chase Bank Na
  San Francisco, CA
• 09/2019 → 06/2020
  Adp
  Tucson, AZ
• 08/2016 → 05/2019
  Shake Smart
  San Diego, CA
• 08/2014 → 05/2019
  San Diego State University
  San Diego, CA
• 07/2020 → 08/2020
  Unemployed
  Oakland, CA
• 06/2019 → 08/2019
  Unemployed
  Tucson, AZ

Other Businesses

Effective 9/28/20 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2021-03-27

Other Names

• Nate Turner Lloyd
• Nathaniel T. Lloyd