Nate Wheeler
Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management
- Role
- Private Client Advisor at J.P. Morgan
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
About Nate Wheeler
I am a Vice President of Investments and Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest to reach their goals. I have over 5 years of experience in financial services. Prior to this role, I was a Financial Advisor at Equitable Advisors. I joined J.P. Morgan in 2024. I hold the required FINRA Series 7, 66, 24 and life & health insurance licenses and do business with residents of FL, GA, CA & MI. I am located at 13520 Beach Blvd. Jacksonville, FL I can help with your many financial needs, including:• Creating a strategy to reach your financial goals• Planning for retirement on your terms• Identifying investment opportunities and staying up to date on market movements
Experience
Private Client Advisor
Mar 2024 — Present · Jacksonville, FL, US
Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information orMessages That Require Immediate Attention.J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co.(JPMC), which offersinvestment products and services through J.P. Morgan Securities LLC (JPMS), a registered brokerdealer and investment adviser, member FINRA and SIPC. Insurance products are made availablethrough Chase Insurance Agency, Inc.(CIA), a licensed insurance agency, doing business as ChaseInsurance Agency Services, Inc. in Florida. Certain custody and other services are provided byJPMorgan Chase Bank, N.A.(JPMCB). JPMS, CIA and JPMCB are affiliated companies under thecommon control of JPMorgan Chase & Co. Products not available in all states.INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOTINSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSEVALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor allelectronic communications. Communications are for US residents only, subject to the followingdisclosures: opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategiesdescribed may not be suitable for all investors, nor should it be relied upon as investment advice,guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will notaccept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice,and is not responsible for third-party posted content. Experience, skills or posts are not indications offuture results. Additional important 2024 JPMorgan Chase & Co. All rights reserved
Education
Florida State University
Bachelor's degree, Risk Management/Insurance
2015 — 2019
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