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
Family Legacy
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Wealth Planning
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May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowWealth Planning
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowOutlook
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowCybersecurity
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowRetirement
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May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read NowWealth Planning
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April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowMarkets
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowBusiness Planning
Why cash flow forecasting and succession planning matter
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