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
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March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read NowThe bull side, the bear side and the reality
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March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read NowWhat to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowOn the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read NowMarch 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read NowWealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowNavigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now