Registered Investment Representative RIA
CPA Joint VentureInstructor's Course List
About The InstructorJeff Juniper is an IAR-Investment Advisor Representative at Juniper Wealth Management. Jeff started his Financial & Insurance Advisor career in 1995 helping Business Owners, Professionals and Individuals make smarter financial decisions. After watching his Mother lose over 50% of her life savings in 2000 due to being taken advantage of he set out to provide fiduciary advice that was in his client’s best interest not the stockbrokers... Today as a Series 65 Investment Advisor Representative – IAR & Insurance Expert he helps educate CPA’s, Business Owners, Professionals and High Net Worth individuals make better “macro/long term” financial and tax decisions. He is a Fee-Only Financial Advisor with offices in Florida & California.
He is the Co-Founder of CPA Joint Venture helping CPA’s throughout the US help their clients make better, more informed financial and insurance decisions with his Team of Certified Financial Planners & Business and Estate Planning Attorneys. Jeff lives in Fort Lauderdale and is a proud father of 3 children and grandfather of 5 grandchildren. In his spare-time he loves being a grandparent, going to the beach, boating and traveling.