Anh T.
Private Client Investment Associate at JP Morgan Wealth Management
- Role
- Private Client Investment Associate at JPMorganChase
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Anh T.
Anh Tran is a Private Client Investment Associate with J.P. Morgan Wealth Management. As an Investment Associate, she works in close partnership with a Private Client Advisor in proposing, delivering, and executing solutions for clients as well as identifying new business opportunities. Anh has 8 years of experience in financial services and joined J.P. Morgan Chase in 2018. She holds required FINRA Series 7, 66, and life & health insurance licenses. Anh graduated from UC Davis with a Bachelor of Economics and International Relations. She and her team are located in the San Francisco Bay Area. As an avid foodie, Anh enjoys discovering new restaurants and cooking. On occasion, she also sings with the UnI Lord Choir at St. Victor’s Church. She loves spending time with her family and especially loves being able to watch her nieces and nephew grow up.
Experience
Private Client Investment Associate
Apr 2022 — Present
Education
University of California, Davis
Bachelor’s Degree, International Relations, Economics
2013 — 2017
The London School of Economics and Political Science (LSE)
Bachelor of Arts (B.A.), Economics
2016 — 2016
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