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Leslie Knox Johnson

Leslie Knox Johnson

"Life is complicated. Your finances needn’t be."

Welcome

Comprehensive Wealth Management
We work closely with clients to help navigate the financial challenges of major life events—sudden liquidity, inheritance, career changes, retirement, loss of a loved one, divorce. My team and I deliver comprehensive wealth management that is designed to help care for the elements of your specific financial situation. For over 35 years and through many market cycles, we have worked diligently to build investment strategies that help your assets work for you.

A Focus on Customer Service
My team and I deliver a level of care that is intimate, honest and responsive. We think of ourselves as your problem solvers, sounding board, idea generators, networking allies and, most importantly, your advocates, working hard to pull together investment strategies and wealth plans that will have a positive impact on your financial life. Our focus is on preparing the next generation for the responsibilities to come.

A Reputation Built one Client at a Time
One of the most important concepts we have learned through our wealth management experience is that by working with a smaller, select group of clients, we ensure each individual receives the time and effort they deserve. With that in mind, my team and I develop long-lasting relationships that add value to each client’s life. We are proud to simplify the path toward investment management and welcome the opportunity to be a partner in your success.

J.P. Morgan’s Legacy
At J.P. Morgan Wealth Management, we have the backing of one of the largest and most respected financial organizations in the world. The firm’s 160-year history of serving individuals and institutions alike allows us to deliver the highest caliber of wealth management guidance.

Investment Approach

Experienced Investment Guidance

A goals-based approach
My team and I connect with clients by listening, understanding and helping learn about your current situation and where you want to be in 5, 10, 15 or more years. We help prioritize your goals and the income you will need to live your best life. By utilizing the resources and intellectual capital of JP Morgan, we work directly with you to design a custom approach that will help pursue these dreams within the risk parameters that you find comfortable.

A personalized process
These inputs lay the foundation to create short- and long-term strategies designed to grow alongside you and your family. We build asset allocations to target your individualized objectives. Our process is hands-on, and we work directly with you to explore opportunities and make decisions together.

Experienced Investment management
My team and I select the most appropriate strategies to help pursue your goals. We use an array of vehicles such as stocks, bonds, mutual funds, ETFs, and third-party managers, as well as individualized portfolios. Often, we will make use of a mix of structured products or separately managed accounts.

Collaborative relationship
We believe that successful individuals and families, like you, want and deserve this process to be transparent, accountable and objective. Most importantly, we find that you seek a partnership in which ideas are communicated simply and directly.

Ongoing review and management
Just as economic and market conditions evolve, your goals and needs may change as well and require consideration and analysis. Ongoing portfolio evaluation allows my team and I to rebalance allocations and remain flexible.

J.P. Morgan’s commitment to excellence
Our capabilities are augmented by the powerful resources of J.P. Morgan, and we provide direct access to the intellectual capital, real-time insights, and award-winning research team1 that we leverage as part of the firm’s due diligence process.

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read additional Important Information in conjunction with these pages.