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.
Anna has passed the SIE exam and holds FINRA Series 7 and 66 securities licenses.
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.
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