Joshua Justin
Client Service & Tax Planning Associate @Jnba Financial Advisors
Signup · Get unlimited contacts
WORK HISTORY
Client Service & Tax Planning Associate @Jnba Financial Advisors
As a Client Specialist & Tax Planning Associate at JNBA Financial Advisors, I work closely with clients to execute account transfers, track progress on financial life planning to-dos, and help our clients fulfill their needs in a timely and efficient manner. My background in accounting, tax credits, and wealth management allows me to deliver personalized service to help individuals and families achieve their goals.I started my career as a tax accountant at Wipfli, helping prepare individual and business tax returns but soon discovered an interest in a specific area of accounting: research and development tax credits. While working at Black Line Group in the Twin Cities, I discovered a love for the broader financial planning arena. I am now happily putting my combined interest and expertise in accounting and wealth management to work for JNBA’s clients.I have a bachelor’s degree with a double major in accounting and finance from the University of Wisconsin-Eau Claire. as well as my Certified Public Accountant (CPA) designation.Please Note: JNBA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to JNBA’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
EDUCATION
University of Wisconsin-Eau Claire
Bachelor of Business Administration, Accounting; Finance
ABOUT JOSHUA JUSTIN
Minneapolis-based JNBA Financial Advisors is an independent fee-only wealth management firm driven to help guide people through life’s most important decisions through an advice driven by advocacy® approach. Serving as a fiduciary for more than 45 years, we deliver customized strategies to help maximize clients’ resources through financial life planning and investment management. With a multigenerational team, we leverage a team approach to drive the planning process, including strategy development and implementation with estate, tax, and risk professionals as appropriate while reviewing client portfolios every 10 business days. For more information, visit jnba.com.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.