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
Today’s U.S. real estate dilemma: Buy, build, sell now—or wait?
September 15, 2022Where the property is located may be critical in the next one to two years. We find significant disparities in short-term, potential price drops among major metro areas.Read Now
Big market swings are tough, but staying invested is crucial
September 15, 2022Market volatility can be nerve-racking, but it can also present new opportunities. Here are five time-tested ideas for helping investors weather the storm.Read Now
Market Thoughts: Today’s key investor question is, “What’s in the price?”
September 14, 2022A hard landing isn’t reflected in market pricing, the rally is fragile and global inflation is still too high. We expect the Fed to keep fighting.Read Now
10 tips to help you make the most of your 2022 year-end planning
September 13, 2022This year, you’ll want to start getting your financial house in order as early in the fall as possible.Read Now
So long, summer
August 31, 2022Summer wasn’t exactly hunky dory for markets, but was it as bad as many investors expected it to be?Read Now
What to expect from Jackson Hole
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What the Inflation Reduction Act could mean for the economy
August 18, 2022Sustainable goals should get a boost, but will the new law meaningfully curb inflation? Probably not.Read Now
Three ways you can help your teenager make the most of a new school year
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Retirement planning? Even multimillionaires can run out of money
August 18, 2022Spending a standard 4% annually might put your portfolio at risk, given the prospect of lower investment returns and higher inflation.Read NowToday’s U.S. real estate dilemma: Buy, build, sell now—or wait?
September 15, 2022Where the property is located may be critical in the next one to two years. We find significant disparities in short-term, potential price drops among major metro areas.Read NowBig market swings are tough, but staying invested is crucial
September 15, 2022Market volatility can be nerve-racking, but it can also present new opportunities. Here are five time-tested ideas for helping investors weather the storm.Read NowMarket Thoughts: Today’s key investor question is, “What’s in the price?”
September 14, 2022A hard landing isn’t reflected in market pricing, the rally is fragile and global inflation is still too high. We expect the Fed to keep fighting.Read Now10 tips to help you make the most of your 2022 year-end planning
September 13, 2022This year, you’ll want to start getting your financial house in order as early in the fall as possible.Read NowSo long, summer
August 31, 2022Summer wasn’t exactly hunky dory for markets, but was it as bad as many investors expected it to be?Read NowWhat to expect from Jackson Hole
August 24, 2022We don’t expect a major “pivot,” but Jerome Powell could offer insight on three questions.Read NowWhat the Inflation Reduction Act could mean for the economy
August 18, 2022Sustainable goals should get a boost, but will the new law meaningfully curb inflation? Probably not.Read NowThree ways you can help your teenager make the most of a new school year
August 18, 2022It’s not too soon to plan. Start by helping your student articulate their goals for the year.Read NowRetirement planning? Even multimillionaires can run out of money
August 18, 2022Spending a standard 4% annually might put your portfolio at risk, given the prospect of lower investment returns and higher inflation.Read Now