Jim Lloyd

Chief Executive Officer at QP Wealth Management LLC

Finance

Consumer Services

Profile

Mr. James W.
Lloyd is a Co-Founder, Chief Executive Officer & Co-Chief Investment Officer at QP Wealth Management LLC.
He is responsible for shaping the strategic vision at QP Wealth Management.
Prior to co-founding QP Wealth Management, he was with Morgan Stanley where he served as an Alternatives Investment 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 Management LLC (QP Wealth) is an independent, SEC-registered investment advisor and multi-family financial services firm headquartered in Boca Raton, Florida. The firm was founded by James “Jim” Lloyd in 2019. QP Wealth offers comprehensive wealth management services to entrepreneurs and their families.	Chief Executive Officer	2019-04-30

All active positions of Jim Lloyd

Former positions of Jim Lloyd

Companies	Position	End
MORGAN STANLEY	Corporate Officer/Principal	2019-04-30
Wachovia Securities, Inc.	Corporate Officer/Principal	2006-10-31

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Training of Jim Lloyd

Rutgers State University of New Jersey

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Listed companies	1
MORGAN STANLEY	Finance

Private companies	2
Wachovia Securities, Inc.	Finance
QP Wealth Management LLC QP Wealth Management LLC Investment ManagersFinance QP Wealth Management LLC (QP Wealth) is an independent, SEC-registered investment advisor and multi-family financial services firm headquartered in Boca Raton, Florida. The firm was founded by James “Jim” Lloyd in 2019. QP Wealth offers comprehensive wealth management services to entrepreneurs and their families.	Finance

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