James Wilk Lloyd
Investment adviser representative at Qp Wealth Management, LLC
20 yearsExperience
2 statesRegistered in
$405MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Qp Wealth Management, LLCMay 2019 to now
- Purshe Kaplan Sterling InvestmentsMay 2019 to Dec 2021
- Morgan StanleyNov 2006 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (FL, NJ).
Qp Wealth Management, LLC
$405MAssets managed
121Clients
3Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2024256
- Firm CRD
- 301071