
Leslie Knox Johnson
Welcome
Comprehensive Wealth Management
We work closely with clients to help navigate the financial challenges of major life events—sudden liquidity, inheritance, career changes, retirement, loss of a loved one, divorce. My team and I deliver comprehensive wealth management that is designed to help care for the elements of your specific financial situation. For over 35 years and through many market cycles, we have worked diligently to build investment strategies that help your assets work for you.
A Focus on Customer Service
My team and I deliver a level of care that is intimate, honest and responsive. We think of ourselves as your problem solvers, sounding board, idea generators, networking allies and, most importantly, your advocates, working hard to pull together investment strategies and wealth plans that will have a positive impact on your financial life. Our focus is on preparing the next generation for the responsibilities to come.
A Reputation Built one Client at a Time
One of the most important concepts we have learned through our wealth management experience is that by working with a smaller, select group of clients, we ensure each individual receives the time and effort they deserve. With that in mind, my team and I develop long-lasting relationships that add value to each client's life. We are proud to simplify the path toward investment management and welcome the opportunity to be a partner in your success.
J.P. Morgan's Legacy
At J.P. Morgan Wealth Management, we have the backing of one of the largest and most respected financial organizations in the world. The firm's 160-year history of serving individuals and institutions alike allows us to deliver the highest caliber of wealth management guidance.
Investment Approach
Experienced Investment Guidance
A goals-based approach
My team and I connect with clients by listening, understanding and helping learn about your current situation and where you want to be in 5, 10, 15 or more years. We help prioritize your goals and the income you will need to live your best life. By utilizing the resources and intellectual capital of JP Morgan, we work directly with you to design a custom approach that will help pursue these dreams within the risk parameters that you find comfortable.
A personalized process
These inputs lay the foundation to create short- and long-term strategies designed to grow alongside you and your family. We build asset allocations to target your individualized objectives. Our process is hands-on, and we work directly with you to explore opportunities and make decisions together.
Experienced Investment management
My team and I select the most appropriate strategies to help pursue your goals. We use an array of vehicles such as stocks, bonds, mutual funds, ETFs, and third-party managers, as well as individualized portfolios. Often, we will make use of a mix of structured products or separately managed accounts.
Collaborative relationship
We believe that successful individuals and families, like you, want and deserve this process to be transparent, accountable and objective. Most importantly, we find that you seek a partnership in which ideas are communicated simply and directly.
Ongoing review and management
Just as economic and market conditions evolve, your goals and needs may change as well and require consideration and analysis. Ongoing portfolio evaluation allows my team and I to rebalance allocations and remain flexible.
J.P. Morgan's commitment to excellence
Our capabilities are augmented by the powerful resources of J.P. Morgan, and we provide direct access to the intellectual capital, real-time insights, and award-winning research team1 that we leverage as part of the firm's due diligence process.
Meet Our Team
Insights

Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A 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 Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A 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 Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now