Juana Diez De OnateJuana Diez De OnateInvestment Specialist
About Juana
Juana Diez de Onate is an Investment Specialist at J.P. Morgan Wealth Management, covering the Northeast and Southeast regions.
Juana works closely with a diverse team of strategists, asset class leaders and product professionals across the firm and other third parties to bring the vast investable universe of J.P. Morgan into digestible strategies for clients. She plays an integral role in the construction and allocation of client portfolios, helping Advisors implement various products that align with their clients' individual needs and goals.
Juana joined J.P. Morgan in 2022 after serving on the Investment Solutions team at Wells Fargo. There, she directly supported investment professionals by providing client portfolio reviews and specialized investment guidance. Notably, she provided Environmental, Social and Governance (ESG) education and portfolio consultations, helping Advisors build portfolios that reflected their clients' values.
A graduate of the University of Michigan's College of Engineering, Juana earned a B.S. in Environmental Engineering with a focus on Sustainable Engineering.
Originally from Argentina, Juana is fluent in Spanish. Outside of work, she enjoys traveling to Florida to visit family, sitting on the beach, and reading a good book.
Insights
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October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowHow an annuity can help you plan for retirement
October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
October 7, 2025How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMake philanthropy a family affair
October 6, 2025There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowShutdowns and market highs: The top 3 questions investors are asking now
October 3, 2025We explore what the shutdown, Federal Reserve cuts and the AI rally mean for investors.Read NowGovernment shutdown pauses jobs report: What’s the impact for the Fed?
October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read Now