What You Need to Know
- Former JPMorgan executive Corey Staten will lead the advisor services unit at LPL.
- The announcement comes after the firm ended the second quarter with more than $1 trillion in total assets for the first time.
LPL Financial has hired former JPMorgan executive Corey Staten to lead its advisor services unit.
In the role, Staten will be in charge of LPL’s Service Center, Specialized Service Teams, Technical Support Help Desk, New Advisor Care Team and Care Transformation for Service effort.
He reports to LPL Chief Customer Care Officer Dayton Semerjian, will be based in LPL’s San Diego office and succeeds Tim Hodge, who joined LPL in 2015.
“Corey is a passionate and strategic leader with a depth of experience designing and delivering client-centric service experiences for a large client base,” said Semerjian in a statement.
“Importantly, [Staten] appreciates the balance between human and digital engagement to do more than just deliver, but delight clients, and the continuous improvement that requires,” he explained.
Staten worked at JPMorgan for nearly three years, where he was responsible for its Merchant Services Operations. Earlier, he held leadership roles at Charles Schwab from 2013 to 2018 and at American Express from 2001 to 2013.