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Simplified Financial Advice.

Born and raised in a small town in Iowa, Jason Juhl had an interesting introduction to the profession.

After completing college and starting his career, Jason learned that his parents were misled by a financial advisor – a situation that negatively impacted their lives for years to come. Their financial advisor didn’t take a holistic view of the situation or ask about their goals, dreams or aspirations. His parents were not given options.

When Jason learned of this story, he knew he wanted to become a financial advisor with the mission to ensure this doesn’t happen to others – treating every client as if they were his own family.

Jason went to work as a financial advisor at a large bank, and along the way he met Managing Partner and Wealth Advisor Joel Worsfold, who served as a mentor, coach and friend to Jason.

In 2018, Jason received his Retirement Income Certified Professional (RICP®️️) designation and his Accredited Investment Fiduciary (AIF®️️) designation in 2021. Two years later, Jason joined Joel at Carson Wealth in West Des Moines and was named to Forbes' Best-In-State Wealth Advisors List in 2022.

Jason takes pride in working for the best interests of his clients, with the support of Carson Wealth’s highly specialized team, the state-of-the-art technology, and the team in West Des Moines.

Outside of the office, Jason enjoys working out, traveling and spending time outdoors.

Wealth, Mind & Spirit

 

Our YouTube channel is designed to spur mindful thinking as it surrounds wealth. We see money as a tool to help you work toward your goals, and success as multifaceted. In our videos, we discuss these topics and how they intertwine with traditional financial insight.