Meet Jason
Helping clients “live their wealth” is at the center of everything I do. Many of the individuals and families I work with have spent decades building successful careers, saving diligently, and making thoughtful financial decisions. Yet transitioning from accumulating wealth to confidently using it can feel like unfamiliar territory. My role is to help clients navigate that shift—providing clarity around their financial decisions so they can enjoy the life they’ve worked so hard to create while knowing their long-term plan remains secure.
A key part of that work involves coordinating income and tax strategy. As clients approach and move through retirement, we carefully align income sources - from investment portfolios, retirement accounts, Social Security, and other assets—to create reliable cash flow while managing taxes over time. Rather than treating taxes as a once-a-year exercise, we take a long-term view and work alongside clients’ CPAs to identify opportunities that can improve tax efficiency and preserve more of their wealth.
Ultimately, the value I strive to bring goes beyond financial projections or portfolio management. It’s about helping clients make thoughtful decisions that align their money with what matters most - supporting family, creating meaningful experiences, giving generously, and approaching the future with confidence.
Jason has spent more than 15 years in the financial services industry helping individuals and families make thoughtful decisions about their wealth. Throughout his career, he has remained committed to continuing education and professional development to better serve his clients.
In 2018, Jason earned the Retirement Income Certified Professional (RICP®) designation, deepening his experience in retirement income planning. He later obtained the Accredited Investment Fiduciary (AIF®) designation in 2021, reinforcing his commitment to acting in clients’ best interests through disciplined investment oversight and fiduciary standards.
Jason’s work as a Wealth Advisor has also been recognized nationally. He has been named to Forbes’ Best-In-State Wealth Advisors list multiple times—first in 2022, again in 2024, and most recently in 2025, where he was ranked #21 in Iowa.
Continuing his pursuit of knowledge, Jason is currently completing a Master’s degree in Financial Planning and Financial Psychology at Creighton University, an area of study that combines technical financial planning with behavioral insights to help clients make more confident and informed decisions about their money.
Outside of the office, Jason is passionate about giving back to his community. He serves on the Foundation Board at Orchard Place, an organization dedicated to supporting underprivileged children and strengthening families across Iowa.
Most of Jason’s free time is spent with his family—his wife Cate and their three children, Fleur, Lorde, and Farver. As a family, they place a high value on experiences and making lasting memories together, often through travel and outdoor adventures.
When he’s not working with clients, Jason enjoys staying active, whether that’s working out, playing golf, spending time outdoors, or tackling projects around their acreage.
*Forbes Best-in-State Wealth Advisor: Awarded to Jason Juhl (2022, 2024-2025). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of 48,944 nominations received, based on thresholds – 27,586 invited to complete online survey – 23,303 telephone interviews – 6,004 in-person interviews at Advisor’s location, and 1,545 web-based interviews. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
* AdvisorHub 50 Next Gen Advisors to Watch: Awarded to Jason Juhl (2023). Participation is open to all firms and advisors. Nominees are required to have a minimum of seven years’ experience, $100m minimum AUM, a clean regulatory record (2 or fewer complaints with no significant judgements) and at least two years at their current firm and in good standing. Additional criteria for award consideration includes size and sophistication of a practice, aggressive growth, community involvement, and the overall team makeup. This ranking is free, and AdvisorHub receives no compensation from the participating advisors. Receiving this award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
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.