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— - 1 David Moss - 1 Jennifer Zuccarelli - 1 Moss - 1 Robinhood - 1 Kristin Lemkau - 1 Marcus - 1 Goldman - 1
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Service - 1 Business - 1 JPMorgan Wealth Management - 1 JPMorgan - 1 SEC - 1 Wall - 1

Search resuls for: "JPMorgan Wealth Management"


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☆ JPMorgan's new affordable advice service lets investors call advisors as often as they want. Here's how it fits into exec Kristin Lemkau's plan to turbocharge the wealth business.
  + stars: | 2022-11-01 | by ( Hayley Cuccinello | ) www.businessinsider.com   time to read: +3 min
JPMorgan's new program lets clients get financial advice via phone or video as often as they want. The Personal Advisors unit is part of US wealth head Kristin Lemkau's digital ambitions. This new Personal Advisors channel is part of US wealth management CEO Kristin Lemkau's plan to expand digital offerings. It launches with more than 200 licensed financial advisors in seven metropolitan hubs, including Atlanta, Chicago, Jersey City, and San Antonio. The new remote advisory business was the "last white space" for JPMorgan, said Lahovitsky, head of Personal Advisors.
☆ JPMorgan is stepping up marketing for its wealth business and hired Robinhood's former head of content for a new role
  + stars: | 2021-07-06 | by ( Rebecca Ungarino | ) www.businessinsider.com   time to read: +4 min
Read previewJPMorgan is ramping up its marketing efforts with a hire from Robinhood in its quest to attract more investing clients. AdvertisementMoss, who will be based in New York, was previously head of content for Robinhood. While he was with Robinhood, Moss oversaw content for its products, customer experiences, social media, marketing, and educational materials, a JPMorgan spokesperson said. The largest US bank's US wealth business, run by chief executive and former chief marketing officer Kristin Lemkau, has some 4,000 financial advisors and $580 billion of assets under supervision. Prior to leaving the startup brokerage last month, Moss led content strategy for Marcus, Goldman Sachs's digital banking arm, the memo said.
Persons: —, David Moss, Jennifer Zuccarelli, Moss, Robinhood, Kristin Lemkau, Marcus, Goldman Organizations: Service, Business, JPMorgan Wealth Management, JPMorgan, SEC, Wall Locations: Robinhood, New York
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