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
AI vs. AI: The arms race for security
February 27, 2026As panic around artificial intelligence (AI) fuels exaggerated fears of disruption and sell-offs, cybersecurity and sovereign infrastructure stand to benefit as critical levers of AI adoption.Read Now
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February 27, 2026As panic around artificial intelligence (AI) fuels exaggerated fears of disruption and sell-offs, cybersecurity and sovereign infrastructure stand to benefit as critical levers of AI adoption.Read NowOptions for your 401(k) when you leave a company
February 26, 2026Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read NowBuilding a better banking relationship: Q&A with Angelena Mascilli
February 26, 2026You can deepen your relationship with your bank and streamline your wealth management when you opt to bank, invest and plan under the one financial firm.Read NowDriving value: Lending strategies for auto collectors
February 23, 2026Financing for iconic automobiles can turn your passion into a powerful financial tool. Read more about lending strategies and how you can leverage them for success.Read NowWhat are the tax changes for 2026?
February 23, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read NowWhat are Employee Stock Ownership Plans (ESOPs)?
February 23, 2026An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that provides employees with ownership interest in the company. Read more here.Read NowNavigating uncertainty: A path for business owners
February 23, 2026With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowWhy AI might strain the economy before it booms
February 20, 2026Artificial intelligence (AI) could suppress demand before productivity gains are felt as adoption spreads, prompting widespread job displacement.Read NowThe case against gold and why it’s wrong
February 13, 2026Delve into the factors driving gold's rally and the risks that could undermine its performance.Read Now