Anthony FrancisAnthony FrancisClient Associate
About Anthony
Anthony Francis is a Client Associate at J.P. Morgan Wealth Management.
As a member of The Rutledge Custodio Team, Anthony is passionate about delivering a client experience that is attentive, organized and personal, with an emphasis on handling the details behind each relationship with care and responsiveness. He works closely with the team to support a wide range of service and operational needs, including new account onboarding, account maintenance, money movement, meeting coordination and special projects, with a focus on steady follow-through and thoughtful problem-solving.
With more than 20 years in banking, Anthony brings a well-rounded perspective shaped by experience across client-facing service, operations, leadership and lending. Over the course of his career, he has served as a bank teller, new accounts specialist, assistant branch manager and loan officer—experience that informs how he anticipates client needs and helps navigate requests efficiently. Most recently, Anthony was a Client Experience Specialist at J.P. Morgan Private Client, where he further strengthened his commitment to helping clients feel supported, informed and confident throughout each interaction.
Anthony earned a bachelor's degree in Business Management Economics from the University of California, Santa Cruz in 2009. He holds the FINRA Series 7 and 66 securities licenses.
Outside of the office, Anthony is a long-time season ticket holder and avid fan of the Los Angeles Chargers (formerly San Diego), and he's equally committed to fitness—especially Barry's Bootcamp workouts. Anthony and his wife, Ellen, welcomed their first daughter, Isabelle, in February 2026.
