Instructor Biography

Jeff Juniper

Registered Investment Representative RIA
CPA Joint Venture
Instructor's Course List

About The Instructor

Jeff Juniper is an Investment Advisor Representative at CPA Joint Venture. 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 CPAs 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.