Anna HazeltonAnna HazeltonSenior Client Associate
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
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March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read NowWealth Planning
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March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read NowInvesting
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read NowBanking
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March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read NowWealth Planning
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March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowInvesting
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowOutlook
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read NowInvesting
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read NowMarkets
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
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