Juan CocuyJuan CocuyWealth Advisor
About Juan
Juan Cocuy is a Wealth Advisor with J.P. Morgan Wealth Management.
As a member of Girard & Associates, Juan advises some of the most prominent individuals, families, doctors, lawyers and other successful professionals in the area, guiding them in retirement approaches, trust and estate strategies and preparing for generational transfer. He leverages his deep roots in South Florida and his knowledge and experience in tax and advisory services to assist clients with their investment management and wealth planning needs across the many elements of their financial world.
Juan's strength lies in his ability to think creatively outside the box to help overcome challenges and help enhance outcomes. He takes pride in delivering the high-quality service his clients deserve and have come to expect.
Throughout a 40-year professional career, Juan has applied a holistic approach to address and meet the needs of his distinguished client base. His attention to detail and responsiveness are the hallmarks of his practice and have earned him a reputation as a trusted advisor. He began his career at Ernst & Young, achieving the senior manager level and providing tax, accounting and advisory services to wealthy individuals, companies, nonprofits and employee benefit plans. Juan then formed the certified public accounting firm, Cocuy, Burns & Co., P.A., which he oversaw for two decades, serving high-networth families, real estate entities, physicians and their medical practices. Most recently, he was at Templeton & Company, a regional accounting and management advisory firm.
Born in Colombia, Juan grew up in West Palm Beach— he is an alumnus of Cardinal Newman High School— and graduated from the University of South Florida, earning a B.A. in Accounting. While in school, he served as president of the Delta Sigma Pi fraternity. He is committed to his community and gives his time and resources to a number of non-profit organizations, including the Boys & Girls Clubs.
Juan lives in Jupiter, Florida, taking advantage of its status as the "golf capital of the world." He enjoys a very active lifestyle—he runs, bikes, and loves spending time with his wife, children and two grandchildren.
Insights
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowThreading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowWhy cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowBuilding tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now