About Anna

Anna Ong is an Investment Associate with J.P. Morgan Wealth Management. She works with The Turner Safaei Group, a team of advisors who provide comprehensive wealth and portfolio management services to high-net-worth individuals, affluent families, corporate executives and entrepreneurs.

Her responsibilities include several investment and administrative-related functions for the team, including client onboarding, competitive analysis, preparing asset allocations, account maintenance and client reporting. Because the team's approach is holistic and tailored for each client, Anna has extensive client contact. She understands the importance of building trust by listening to their concerns and providing prompt answers to their queries and questions. Her team is known for having multigenerational client relationships, and Anna works diligently to maintain them.

Anna joined J.P. Morgan in 2015. Prior to joining J.P. Morgan, she worked at Barclays as an Assistant Vice President for its Wealth and Investment Management division. She graduated from New Hampshire College with a B.S. in Economics and Finance.

Insights

Markets

3 top-of-mind lessons in the current market environment

July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
Fraud

AI scams, deep fakes, impersonations … oh my!

July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Wealth Planning

Think before you move: How to think about redomiciling

July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.