About Jeanna

Jeanna is a Senior Client Associate with J.P. Morgan Wealth Management. As a member of The OS Group, she provides operational and customer service support for high-net-worth individuals and their families. Jeanna's responsibilities include client onboarding, account maintenance, wire transfers, addressing inquiries and handling ad hoc requests. She works diligently to deliver an excellent customer experience.

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 lives in San Francisco. In her spare time, she enjoys traveling, Pilates, yoga and exploring the Bay Area.

Insights

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