Anna JohnsonAnna JohnsonSenior Client Associate
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.
Providing for your loved ones during your lifetime
December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now
Incentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Ready to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now
6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read Now
Fundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now
2024’s unanswered questions: 3 things we want to know
December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read Now
How to prepare your finances for marriage
December 13, 2024As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read Now
November 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read NowProviding for your loved ones during your lifetime
December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowDecember 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read NowIncentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowReady to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read NowFundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now2024’s unanswered questions: 3 things we want to know
December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read NowHow to prepare your finances for marriage
December 13, 2024As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read Now