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

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.