About Jeanna

Jeanna Abaca 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

Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing

Consumers are still spending, but what they’re buying is changing

May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.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.
(415) 772-2918jeanna.abaca@jpmorgan.com