J.P. Morgan announced today that Paul Halpern has joined as Chief Marketing Officer for U.S. Wealth Management, one of the firm’s top areas of focus for customer growth. Halpern will lead an extensive team at a crucial time when the business is set to launch multiple new products later this year.
“We have the right strategy, the right culture, and the right people,” said Kristin Lemkau, CEO of J.P. Morgan Wealth Management. “Paul has the perfect combination of creativity, tenacity and experience to help us grow this business, and he understands that the number one role of a marketer is to do just that.”
During his three decades of experience in the financial industry, Paul has promoted digital banking products and worked with financial advisors. Paul held the role of CMO at Betterment before moving to Morgan Stanley as head of Deposits and Cash Management for its Private Bank. He previously worked at Merrill Lynch, where he led marketing for affluent and mass affluent segments, and E*Trade, covering investing product and site marketing. He started his career at Capital One.
“Paul brings the growth mentality and client obsession to deliver the best service to our clients in an environment of accelerated growth,” said Carla Hassan, CMO of JPMorgan Chase & Co.
J.P. Morgan leaders announced major investments in the Wealth Management business earlier this year. The firm has several channels that cater to each client’s unique financial needs, including online investing, and in-branch and office advisors. Later this year, the firm will launch a new remote advice channel and a digital money coach to help Chase clients plan for the future. The bank has said it will add 1,300 new financial advisors and reach $1 trillion in client assets by 2025.
As a member of J.P. Morgan Wealth Management’s leadership team, Paul will report to CEO Kristin Lemkau and JPMorgan Chase Chief Marketing Officer Carla Hassan.
About J.P. Morgan Wealth Management
J.P. Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $3.8 trillion and operations worldwide. J.P. Morgan Wealth Management has ~5,000 advisors and ~$630 billion of assets under supervision. Clients can choose how and where they want to invest. They can do it digitally, remotely, or in person by meeting with an advisor in one of our 4,700 Chase branches throughout the U.S., or in one of our 21 offices. For more information, go to www.jpmorganwealthmanagement.com and follow @JPMWealth on Twitter.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED |
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J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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