About George

George Anagnostou is a Client Associate with J.P. Morgan Wealth Management.

As an important member of The AC Group, he provides operational and problem-solving support for high-net-worth clients and institutional investors. George's responsibilities include onboarding procedures, wire transfers, journal entries, monitoring transactions and ad hoc requests. He has a reputation for managing day-to-day activities in a steady and experienced manner.

George graduated from the University of California, Davis, with a B.S. in Managerial Economics and a B.A. in German. He began his career in 2021 at Compass. George moved to J.P. Morgan Wealth Management in 2022, where he is building a reputation for his attention to detail. Outside of work, George enjoys hiking and cycling throughout the Bay Area and reading about world history. He lives in Redwood City, where he spends time with his family and friends.

Insights

Investing

The impact of holding a concentrated stock position

November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Retirement

Health care and long-term care options during retirement: A guide

November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read Now
Investing

Preserving your wealth

November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now
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