Jim Lloyd

Vorstandsvorsitzender bei

QP Wealth Management LLC

Finance

Consumer Services

Profil

Mr. James W.
Lloyd is a Chief Executive Officer & Co-Founder at QP Wealth Management LLC.
He is responsible for shaping the strategic vision at QP Wealth Management.
He started in the business in 1989 and witnessed an evolution in wealth management that has defined QP’s why and how.
Mr. Lloyd also brings extensive knowledge of alternative investments to the QP team.
His commitment to an enhanced due diligence process and ability to explain these complex products brings distinct value to the clients.
Prior to co-founding QP Wealth Management, Mr. Lloyd was with Morgan Stanley where he served as an Alternative Investments Director, Portfolio Management Director, and Family Wealth Director.
He served as Regional Sales Manager at Fleet Enterprises and Senior Vice President at Wachovia Securities before joining Morgan Stanley.
He holds a B.S.
in Accounting from Rutgers University.

Aktive Positionen von Jim Lloyd

Unternehmen	Position	Beginn
QP Wealth Management LLC QP Wealth Management LLC Investment ManagersFinance QP Wealth seeks to build immediate momentum and long-term success uniquely tailored to the needs of their select clients.	Vorstandsvorsitzender	01.01.2019

Alle aktiven Positionen von Jim Lloyd

Ehemalige bekannte Positionen von Jim Lloyd

Unternehmen	Position	Ende
MORGAN STANLEY	Corporate Officer/Principal	01.05.2019
Wachovia Securities, Inc. Wachovia Securities, Inc. Investment Banks/BrokersFinance Provides security Brokerage services	Corporate Officer/Principal	01.11.2006

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Private Unternehmen

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Beziehungen

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Frau

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Unternehmensverbindungen

Private Unternehmen	4
Morgan Stanley Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services	Finance
Rutgers State University of New Jersey Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wachovia Securities, Inc. Wachovia Securities, Inc. Investment Banks/BrokersFinance Provides security Brokerage services	Finance
QP Wealth Management LLC QP Wealth Management LLC Investment ManagersFinance QP Wealth seeks to build immediate momentum and long-term success uniquely tailored to the needs of their select clients.	Finance