Jim Lloyd

Chief Executive Officer at

QP Wealth Management LLC

Finance

Consumer Services

Profile

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.

Jim Lloyd active positions

Companies	Position	Start
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.	Chief Executive Officer	01/01/2019

All active positions of Jim Lloyd

Former positions of Jim Lloyd

Companies	Position	End
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

See the detail of Jim Lloyd's experience

Training of Jim Lloyd

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Jim Lloyd's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	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

See company connections