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Simplified Financial Advice.

Partner & Wealth Advisor Jason Juhl, RICP®, AIF® works closely with our clients to implement strategies that maximize their time and the pursuit of their unique goals. He specializes in income planning, tax planning and guiding high achievers/performers through the unique transition from work life to retirement.

Jason had an interesting introduction to the profession. After college, 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 Director, Partner, and Wealth Advisor, Joel Worsfold, who served as a mentor, coach, and friend.

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 and then again in 2024 (#12 in Iowa). He’s also a 2023 Advisor Hub Next Gen Advisor to Watch – appearing as number seven on a list of fifty top advisors.

Outside of the office, Jason enjoys working out, traveling, and spending time outdoors, working in his acreage. He loves spending time with his wife Cate and their daughters, Fleur, and Lorde.


*Forbes Best-in-State Wealth Advisor: Awarded to Jason Juhl (2024). 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 44,990 nominations received, based on thresholds – 23,876 invited to complete online survey – 20,412 telephone interviews – 4,926 in-person interviews at Advisor’s location, and 1,507 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.