About Jeanna

Jeanna is a Vice President and Senior Client Associate with J.P. Morgan Wealth Management.

Jeanna runs the operations team for the OCB Group, taking the lead on day-to-day operations and mentoring more junior members of the team so her colleagues can succeed in their roles. Often the main point of contact for clients, she has built strong relationships with internal partners to solve problems, remove obstacles, and find answers that clients seek.

Jeanna graduated from the University of California, Los Angeles with a B.A. in Economics and a minor in Global Studies. She began her career in 2013 at IRTH Communications as an Investor Relations Associate and then moved to Morgan Stanley as a Registered Client Service Associate, where she developed skills to carefully address individual clients' needs. Jeanna joined J.P. Morgan in 2018. She holds FINRA Series 7 and 66 licenses.

Jeanna grew up in Los Angeles and currently resides in Alameda with her husband, Tom. In her spare time, she enjoys traveling, hiking, Pilates and yoga.

Insights

Markets and Economy

Kevin Warsh vows ‘no ifs, ands or buts’ on delivering price stability as Fed holds rates in October

October 28, 2026The Fed held rates steady in October, but the inflation fight isn’t over. Key takeaways for investors on what it means for borrowing costs, cash yields and markets.Read Now
Markets and Economy

AI spending is booming. So why isn’t the US economy growing faster?

October 28, 2026AI spending is booming, but U.S. growth hasn’t accelerated. Imported hardware can offset GDP gains, and AI capex may crowd out other investment as rates rise.Read Now
Retirement

How to retire early using a ‘bridge fund’ with after-tax savings

October 28, 2026Want to join FIRE? Learn how to bridge the gap between early retirement and access to retirement accounts with smart investing, tax-efficient strategies and withdrawal planning.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.