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. Steve leads a high-performing team that offers a differentiated level of strategy and service, intent on building long-term relationships founded on trust. 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.

Steve Soja
Managing Director & Wealth Partner
JPMorgan Chase & Co.
United States, California, San Francisco
About Me
Profile Information
Managing Director & Wealth Partner
JPMorgan Chase & Co.
Investment Team
Investor
Bank
San Francisco
California
United States
Aug 26, 2025
More profiles to browse
Declan Wolfe
Director of Sales at Abra
MP
Meng Pan
Executive Director

Ana Da Maia
Executive Director and International Head of Equity Manager Selection
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DH
Dennis Hanson
Principal
Jamison Hanson