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
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How to retire early using a ‘bridge fund’ with after-tax savings
October 28, 2026Want to join FIRE? Learn how to bridge the gap between early retirement and access to retirement accounts with smart investing, tax-efficient strategies and withdrawal planning.Read NowThe impact of holding a concentrated stock position
November 2, 2026A concentrated stock position can add risk to your portfolio and may be difficult to sell. Learn questions to discuss with your advisor if you’re considering diversification.Read NowHow do midterm elections affect the stock market? What history shows
November 2, 2026How do midterm elections affect the stock market? Explore historical returns, election-year volatility and what investors should know ahead of the 2026 midterms.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 30, 2026Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowHealthcare and long-term care options during retirement: A guide
October 30, 2026Navigating paying for healthcare, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowMedicare and retirement: How to prepare for enrollment
October 30, 2026As you near 65, you may be preparing for Medicare enrollment. Here’s a guide to timing, eligibility, employer coverage coordination and other key considerations.Read NowJumping hurdles: The race to year end
October 30, 2026Despite a crowded risk calendar, breadth and historical outperformance set the U.S. stock market up for outsized returns after the midterm elections.Read NowKevin Warsh vows ‘no ifs, ands or buts’ on delivering price stability as Fed holds rates in October
October 28, 2026The Fed held rates steady in October, but the inflation fight isn’t over. Key takeaways for investors on what it means for borrowing costs, cash yields and markets.Read NowAI spending is booming. So why isn’t the US economy growing faster?
October 28, 2026AI spending is booming, but U.S. growth hasn’t accelerated. Imported hardware can offset GDP gains, and AI capex may crowd out other investment as rates rise.Read NowHow to retire early using a ‘bridge fund’ with after-tax savings
October 28, 2026Want to join FIRE? Learn how to bridge the gap between early retirement and access to retirement accounts with smart investing, tax-efficient strategies and withdrawal planning.Read Now