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

Investing

Digesting the Fed’s ‘pause’

June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Investing

Eye on the Market: Letters to the Editor

June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
Investing

May jobs report: Labor market continues to be strong

June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.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.