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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November 18, 2025If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
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November 18, 2025Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read NowUnderstanding life insurance
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November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read NowEnd-of-year planning for business owners
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November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read NowIn the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read NowPlanning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowHow to title your assets
November 13, 2025Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read Now