Jennifer LeoceJennifer LeoceVice President
About Jennifer
Jennifer Leoce is a Vice President and Investment Associate with 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
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
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June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
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Could inflation finally be peaking?
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For you, is it a "great resignation" or just a "great reset"?
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Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now