Anna OngAnna OngInvestment Associate
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
Business Planning
Understanding business entities
November 18, 2025If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
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Family Legacy
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November 18, 2025If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowWealth Planning
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November 18, 2025Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read NowWealth Planning
Understanding life insurance
November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read NowRetirement
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November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read NowBusiness Planning
End-of-year planning for business owners
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Investing in 2026: J.P. Morgan Wealth Management’s top themes to watch
November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read NowMarkets and Economy
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read NowFamily Legacy
Planning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowWealth Planning
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November 13, 2025Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read Now
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