Leland MindnichLeland MindnichVice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
About Leland
Leland Mindnich is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
Leland works closely with a select circle of families led by CEOs, founders and other prominent business owners. He leverages the power and expertise of his team, as well as those of the firm, to help families achieve meaningful success and live a life of significance.
Prior to joining J.P. Morgan with his colleagues in 2023, Leland held senior advisory positions at First Republic Private Wealth Management and Merrill Lynch. He began his career as a wealth advisor with Cetera Financial Group in Atlanta, after interning with the company in college.
Leland views each client relationship as a family relationship – understanding their financial strategy needs to reflect their visions and values for themselves, the people they love and the causes they care about. Leland is as passionate about helping families develop their strategies as he is about watching those strategies create lasting results. He considers this a byproduct of a business that is equal parts motivating and fulfilling.
Leland takes pride in his industry knowledge that allows him to deliver tailored solutions and act as a genuine steward. He holds a B.S. in Financial Management from Clemson University.
Leland and his wife, Kistler, make their home in Beverly Farms with their daughter and golden retriever. When time allows, Leland can be found on the golf course, spending time with his family or cheering on his favorite sports teams. He is a proud alumnus of St. John's Prep in Danvers, Massachusetts and a supporter of the Francis Ouimet Fund.
Insights
A historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
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September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
How an annuity can help as you plan for retirement
October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
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Capitalizing on the tax-deferral advantage of a variable annuity
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Estate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowA historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowPlanning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 14, 2024Elderly & vulnerable persons are a prime target for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowFourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read NowSeptember 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read NowHow an annuity can help as you plan for retirement
October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read NowMake philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowEstate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now