Robert W. Baird & Co.
47yrs
Top advisor by experience in Denver
New
Anna Schaefer
Financial advisor at J.P. Morgan Securities
Anna Schaefer is a fiduciary financial advisor in Denver, Colorado, registered since Aug 2026. Anna joined J.P. Morgan Securities in 2026, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 2610 advisors with offices in Denver, and one of 2345 fiduciaries.
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
Office1455 16th St Suite 407, Denver, CO 80202
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2026 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Anna
Local office(303) 607-1303Ask for Anna. (800) 999-2000Main office · New York, NY 1455 16th St Suite 407Denver, CO 80202Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Anna
Tailored to Anna’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Anna
How do I contact Anna?
Call Anna’s local office at (303) 607-1303 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Anna Schaefer.
How long has Anna been a financial advisor?
Anna is new to the profession, registered since Aug 2026, and holds 1 license.
What licenses does Anna hold?
Series 66. Tap any license on this page to see what it allows.
Is Anna a fiduciary?
Anna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anna paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Anna for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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