Jennifer LeoceJennifer LeoceVice President
About Jennifer
Jennifer Leoce is a Vice President and Investment Associate at J.P. Morgan Wealth Management.
She is part of John Tonzola's wealth management group, within which she supports his wealth management advisory services for ultra-high-net-worth clientele, their family offices, and small institutions such as foundations. With over 15 years in the financial services industry, Jennifer has extensive experience managing all facets of a financial advisory business, combining highly personalized client service with the resources of one of the most respected firms in private wealth management, J.P. Morgan.
Jennifer specializes in providing clients with custom-tailored solutions to serve their investment goals, and addressing their specific financial needs. Primarily focusing on account management, banking, executing trades and portfolio analysis, she has helped provide personalized, boutique-level service to serve the wealth management objectives of the group's clients.
Jennifer graduated from Fordham University with a B.S. in Economics. She began her career as an Analyst at Prudential Securities in its Mortgage-Backed Trading Group. She then joined Lehman Brothers Private Investment Management, subsequently transitioning to Barclays Wealth Americas and Stifel Financial Corp., where she was an Assistant Vice President in its Wealth and Investment Management Division. Jennifer joined J.P. Morgan Wealth Management in 2016. She currently holds Series 7, 63 and 66 licenses.
Jennifer lives in Manhattan with her husband and three stepsons.
Insights
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September 19, 2024The Federal Reserve lowered interest rates for the first time in four years, thanks to welcome progress on its dual goals of restoring price stability and achieving maximum employment.Read NowEnd the year strong: 10 planning moves to make now
September 27, 2024Making one or more of these planning moves can strengthen your financial position for this year, and beyond.Read Now3 things we heard at the rate cut after-party
September 27, 2024Here’s what you need to know about the latest in housing, China’s new policies and recent S&P 500 all-time highs.Read NowConsiderations for owning a cash-only business
September 27, 2024Cash-only business such as laundromats and carwashes can be lucrative opportunities for investors. Here’s what to know about running one.Read NowBuilding a new legacy: A conversation with Adrienne-Bailon Houghton
September 26, 2024Knowledge and intentionality can help pave the way in creating a lasting financial legacy for the next generation.Read NowNavigating political uncertainty: Potential investment implications for you and your business
September 26, 2024J.P. Morgan Wealth Management held an online event to discuss how investors can stay on track amid uncertain times. Discover the key takeaways from the webcast.Read NowEmbracing opportunity in uncertain and volatile times
September 26, 2024J.P. Morgan Wealth Management hosted a webcast breaking down current trends and their impact on markets. Here’s how investors can make smart decisions as 2024 comes to an end.Read NowUnpacking the case for inclusivity in your portfolio
September 25, 2024Clients are asking what inclusive investing really means within their investment portfolios, and what integrating these considerations can deliver.Read NowRate cut breakdown: What you need to know now
September 20, 2024We examine the Fed's historic move and what it could mean for your portfolio.Read NowSeptember 2024 Fed meeting: Fed cuts rates by half point to support economy
September 19, 2024The Federal Reserve lowered interest rates for the first time in four years, thanks to welcome progress on its dual goals of restoring price stability and achieving maximum employment.Read Now