About Juan

Juan Unger is a Client Associate at J.P. Morgan Wealth Management.

Juan works closely with clients of The Soja West Group, adding to their comfort and confidence in managing their financial affairs. Often the first point of client contact, Juan is skilled in listening attentively to clients and facilitating their requests. He is particularly strong in resolving clients' operational and administrative needs, including new account onboarding, account transfers and maintenance, money movement, reporting and team communications.

Clients look to Juan as a reliable resource who is eager to make their days better and their financial lives easier. He offers a genuine interest in the client experience and enjoys building enduring relationships. Patient and persistent, Juan finds tremendous satisfaction in bringing issues to a satisfying conclusion. He is also analytically adept, comfortable navigating the firm's technology offerings and sharing that knowledge.

Juan has worked at J.P. Morgan Wealth Management since 2023. Earlier, he served for two years as an Advisor Onboarding Associate at First Republic Private Wealth Management, where he was responsible for ensuring a smooth client onboarding transition for numerous wealth management teams across the country. Juan earned his B.B.A. in Operations Management and Supervision from the University of New Mexico.

Juan lives in San Francisco. In his free time, he nurtures his passions for photography, film, outdoor adventures and coffee. In his quieter hours, he enjoys spending time with his cat, Haru.

Insights

Markets

Higher rates, lower logic

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Wealth Planning

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Business

Business succession planning: Building an effective team

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