
Steve SojaSteve Soja, CIMA®, CPWA®Managing DirectorWealth Partner
Awards and Industry Recognition




Barron's
Forbes
About Steve
Steve Soja is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As the founding partner of The Soja West Group, Steve provides steady counsel and far-reaching advice to an accomplished clientele, helping them manage the complexities that significant wealth may pose. A reliable presence in clients' lives, Steve leads a high-performing team that offers a differentiated level of strategy and service, intent on building long-term relationships founded on trust.
Steve appreciates that clients are inspired by meaningful goals: the well-being of their loved ones, the financial security of their families, and the fulfilment that comes from lives of purpose and generosity. He and his team have shepherded these priorities for many years, forging a bespoke path for each person or family. A natural connector of people and ideas, Steve encourages open dialogue, helping clients identify issues—both known and unknown—that require coordinated planning and disciplined follow-through. He points to his team's consistent planning and investment as key drivers of client value—ones that help people gain clarity over their financial affairs. Several of Steve's areas of focus within investment management include financial planning, asset allocation that incorporates alternative and private investments, generational wealth planning and family engagement, and restricted equity and options.
With more than three decades of wealth management experience, Steve offers the knowledge and perspective to help ultra-high-net-worth clients deploy their wealth with greater forethought and care. Prior to joining J.P. Morgan Wealth Management, he was a Senior Managing Director and Wealth Manager with First Republic Investment Management, where he served for more than seven years. Previously, Steve spent nine years as a Director at Credit Suisse Private Bank. His career also includes tenures with Bank of America Private Bank, where he was a Managing Director; Wells Fargo Private Bank, where he was a Senior Vice President; and Lehman Brothers, where he began his investment career in 1995. Earlier, Steve gained valuable experience in both corporate audit and real estate.
Steve earned his B.S.B.A. from the University of Vermont and his M.B.A. in International Finance from New York University. He holds the Certified Investment Management Analyst®designation and the Certified Private Wealth Advisor®designation.
Committed to giving back, Steve leads the investment committee and serves as a board member of Family House in San Francisco—a nonprofit organization that provides temporary housing to families of seriously ill children undergoing treatment at Benioff Children's Hospital. A long-time supporter, Steve has been active with the organization since 2010.
Steve and his wife, Julie, live in Marin County and have three adult daughters.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Insights

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 Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Nonprofit, not-for-profit and for-profit charities: What’s the difference?
April 3, 2025Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read Now
Stock-based compensation and the Section 83(b) election
April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.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 Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Nonprofit, not-for-profit and for-profit charities: What’s the difference?
April 3, 2025Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read Now
Stock-based compensation and the Section 83(b) election
April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now