“We have exceptional advisors in our branches and offices, but we are still nascent in providing video and phone-based advice to clients who prefer to be served that way all the time,” Lemkau explained. “Boaz is a proven leader, an exceptional thinker and innovator. He will be a great addition to our leadership team.”
The National Branch channel “complements J.P. Morgan’s U.S. Wealth Management business offering, which currently includes branch-based advisors and digital self-directed platforms,” according to the firm.