JP Morgan Wealth Management appoints new Chief Marketing Officer

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NEW YORK–(BUSINESS WIRE)–JP Morgan today announced the arrival of Paul Halpern as Chief Marketing Officer for US Wealth Management, one of the company’s key areas of focus for customer growth . Halpern will lead a large team at a crucial time when the company is set to launch several new products later this year.

“We have the right strategy, the right culture and the right people,” said Kristin Lemkau, CEO of JP 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.”

In his three decades of experience in the financial industry, Paul has promoted digital banking products and worked with financial advisors. Paul served as Chief Marketing Officer at Betterment before joining Morgan Stanley as Head of Deposits and Cash Management for its private bank. He previously worked at Merrill Lynch, where he led marketing for the mass affluent and affluent segments, and E*Trade, covering investment product and site marketing. He started his career at Capital One.

“Paul brings the growth mindset and customer obsession to provide the best service to our clients in an environment of accelerated growth,” said Carla Hassan, CMO of JPMorgan Chase & Co.

JP Morgan executives announced major investments in the wealth management business earlier this year. The firm has multiple channels that meet each client’s unique financial needs, including online investing and in-branch and office-based advisors. Later this year, the company will launch a new remote counseling channel and digital money coach to help Chase customers plan for the future. The bank said it would add 1,300 new financial advisors and reach $1 trillion in client assets by 2025.

As a member of the JP Morgan Wealth Management leadership team, Paul will report to CEO Kristin Lemkau and JPMorgan Chase Chief Marketing Officer Carla Hassan.

About JP Morgan Wealth Management

JP Morgan Wealth Management is the US wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $3.8 trillion and operations worldwide. JP Morgan Wealth Management has about 5,000 advisers and about $630 billion in assets under supervision. Clients can choose how and where they want to invest. They can do this digitally, remotely, or in person by meeting with an advisor at one of our 4,700 Chase branches in the United States or at one of our 21 offices. For more information, go to www.jpmorganwealthmanagement.com and follow @JPMWealth on Twitter.

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• NOT INSURED BY THE FDIC • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • IS NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, NA OR ANY OF ITS AFFILIATES • SUBJECT TO RISKS OF INVESTMENT, INCLUDING POSSIBLE LOSS OF PRINCIPAL AMOUNT INVESTED

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JP Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through JP Morgan Securities LLC (JPMS), a registered broker 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 custodial and other services are provided by JPMorgan Chase Bank, NA (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products are not available in all states.

© 2022 JPMorgan Chase & Co.

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