About Anna

Anna Johnson is a Senior Client Associate at J.P. Morgan Wealth Management.

Anna works closely with clients of The HDYG Team, helping streamline multiple facets of their wealth and restoring precious time to their lives. Within the team, her areas of focus include money movement, client communications, account administration, technology facilitation and client inquiry resolution.

Very attentive to client needs, Anna brings a sense of urgency to her work, providing timely updates to clients about their administrative and operational requests. She enjoys building genuine relationships with clients, learning about their preferences and priorities and honoring these intentions through her diligent work ethic.

Anna joined J.P. Morgan Wealth Management in 2023. Earlier, she served as a Senior Preferred Banking Associate with First Republic, where she worked for eight years, gaining extensive knowledge of the banking and lending needs of high-net-worth individuals and families. Anna began her banking career in 2007, holding tenures with TD Bank and its predecessor firm, Commerce Bank.

A graduate of Stockton University, Anna earned her B.S. in Business Studies. She holds the Oregon Insurance License and has successfully completed the Securities Industry Essentials® (SIE®) Exam. A lifelong learner, Anna is committed to deepening her knowledge so that she can support clients in pursuing their goals more effectively

Outside the office, Anna loves spending time with her daughter and her two dogs: Fern, a Boston Terrier, and Zoey, an Australian Shepherd. She also likes to go hiking and roller-skating.

Investing

How AI can boost productivity and jump start growth

July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Outlook

Eye on the Market: The lion in winter

July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Wealth Planning

Insight 7: Develop a capable and committed rising generation

July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now