
Juan CocuyJuan CocuyWealth Advisor
About Juan
Juan Cocuy is a Wealth Advisor with J.P. Morgan Wealth Management.
As a member of Girard & Partners, 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

The duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
U.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read Now
Money and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read Now
Retirement and estate planning for unmarried couples
August 27, 2026Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read Now
Insight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
How AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read Now
What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read Now
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
The duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
U.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read Now
Money and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read Now
Retirement and estate planning for unmarried couples
August 27, 2026Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read Now
Insight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
How AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read Now
What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read Now
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
