Wealth advisor Jason Juhl has joined the existing Carson Wealth office in Des Moines, Iowa.
Juhl, formerly with U.S. Bancorp Investments, brings a $60 million book of business to Carson, said a company press release. He specializes in working with individuals who are in or nearing retirement, as well as millennial investors.
The Carson Wealth office in Des Moines is headed Managing Partner and Wealth Advisor Joel Worsfold, whose team currently manages approximately $500 million in client assets for a total of 225 affluent households nationwide. As with other advisors who have affiliated with Carson Wealth, Juhl and Worsfold will maintain active majority ownership of their combined Des Moines practice, and will make all strategic decisions for it.
Carson currently manages more than $13 billion in assets and serves more than 34,000 families through its advisory network consisting of 304 advisors across 36 states, including 25 Carson Wealth offices.