San Francisco Bay Area
As COO for the Meyers Group at J.P. Morgan Wealth Management, Anne is responsible for overseeing team management, as well as, focusing on creating customized solutions tailored to our clients specific needs, ensuring the successful adoption of strategies for portfolio growth and wealth transfer. Anne has over 25 years of financial services experience and is committed to delivering exceptional client service with precise attention to detail and follow through and works closely with clients to better understand their full financial picture. Anne earned a Master of Business Administration from Santa Clara University, Leavey School of Business with Concentrations in Finance, Management and Marketing. She received her B.A. from California State University, Chico with a Major in Economics and a Minor in Business Administration with Dean’s List Honors. Professional Licenses: Series 7, 63, 65
Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE JPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin © 2024 JPMorgan Chase & Co. All rights reserved