Wealth Management Class: October 26
Eagles Edge is excited to inform you acclaimed client advisor, John Leonard, is coming to SMCHS to provide a presentation on the 4th quarter economic outlook. This limited seating event is FREE to all SMCHS students and parents. This incredible opportunity will take place Wednesday, October 26, 2022 from 7:30 – 8:20 a.m. in the Science Lecture Hall, Please RSVP to reserve your seat.
John Leonard, Executive Director, is a client advisor for the Retail Asset Management Group of JP Morgan in Southern California. An employee since 2007, John is part of the Client Advisory team that is responsible for all equity, fixed income and alternative investment strategies for JP Morgan’s retail advisers. John’s responsibilities also include financial market commentary within JP Morgan’s Market Insight series and Guide to the Markets, providing key insights on the Global Markets for financial advisers and their clients.
Prior to joining JP Morgan, John has spent 22 years in the financial industry working with firms such as First American and USAllianz, in management and retail sales.
He holds a B.A. in Communications and Political Science from the University of California at San Diego and holds FINRA Series 7, 63, 65 licenses and a Certified Investment Management Analyst designation, CIMA®.