Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2023

About Leland

Leland Mindnich is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.

Leland works closely with a select circle of families led by CEOs, founders and other prominent business owners. He leverages the power and expertise of his team, as well as those of the firm, to help families achieve meaningful success and live a life of significance.

Prior to joining J.P. Morgan with his colleagues in 2023, Leland held senior advisory positions at First Republic Private Wealth Management and Merrill Lynch. He began his career as a wealth advisor with Cetera Financial Group in Atlanta, after interning with the company in college.

Leland views each client relationship as a family relationship – understanding their financial strategy needs to reflect their visions and values for themselves, the people they love and the causes they care about. Leland is as passionate about helping families develop their strategies as he is about watching those strategies create lasting results. He considers this a byproduct of a business that is equal parts motivating and fulfilling.

Leland takes pride in his industry knowledge that allows him to deliver tailored solutions and act as a genuine steward. He holds a B.S. in Financial Management from Clemson University.

Leland and his wife, Kistler, make their home in Beverly Farms with their daughter and golden retriever. When time allows, Leland can be found on the golf course, spending time with his family or cheering on his favorite sports teams. He is a proud alumnus of St. John's Prep in Danvers, Massachusetts and a supporter of the Francis Ouimet Fund.

Insights

Investing

4 key actions to consider for your portfolio for what’s to come this year

April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
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