Juan UngerJuan UngerClient Associate
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
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July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
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July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
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