
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

AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now
Introduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now
Will the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now
Introduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now
Will the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
