About Anna

Anna Hazelton is a Senior Client Associate with J.P. Morgan Wealth Management.

As a member of the Noonan Group, she provides customer service and operational support for high-net-worth individuals and families. Anna's primary responsibilities include fund transfers, onboarding procedures, addressing inquiries, and monitoring transactions. She works diligently to deliver an excellent customer experience.

Anna graduated from the University at Buffalo with a B.S. in Accounting. She began her career at Fidelity Investments as a Customer Relationship Advocate, where she learned the value of attentive service and attention to detail. Anna joined J.P. Morgan in 2023, drawn to the firm's stellar reputation and executional platforms.

She holds FINRA Series 7 and 63 securities licenses.

Originally from Albany, New York, Anna moved to Massachusetts following her graduation. She now lives in Boston and in her free time, enjoys traveling, hiking, and spending time with her friends and family.

Insights

Business

Incentive stock options and the AMT

December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Outlook

Ready to thrive in 2025

December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now
Wealth Planning

6 practices to help you navigate family dynamics during the holidays

December 16, 2024Cultivate deeper family connections with these six key strategies.Read Now
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