For the past 13 years of being backed by the resources of Edward Jones, I have focused on serving the complex needs of high net worth and high-income earning families as well as those approaching or already in retirement. My experience and structured planning process drive a comprehensive and tailored financial strategy that is reviewed and updated on an ongoing basis to help ensure my clients stay on track with their goals. Many of our relationships are multi-generational and encompass 19 states.
Furthermore, I build highly customized portfolios that are explicitly tailored to each clients' financial goals and retirement income needs. When providing investment advice, I am acting in your best interest and prefer to work in proactive fashion with your estate planning attorney and tax advisor to help ensure that my guidance is consistent across all areas of your finances. My goal is to help my clients achieve their hopes and dreams and live more fulfilled lives.
I am a graduate of Iowa State University with a B.S. in finance. To further my knowledge and be a continual "student of the game", I have also completed three professional designations through the College for Financial Planning in Denver, CO: the AAMS™, CRPC™ and CRPS™.
My wife, Michele, and I reside in Ankeny with our two daughters, Madilyn and Monroe, and Wirehaired Pointing Griffon, Ashton. In my free time, a few of my interests include spending time with my family, supporting Cyclone athletics, upland bird and turkey hunting, golfing, snowmobiling and traveling.
I am passionate about giving back. I am a Wish Granter for Make-a-Wish Iowa, which allows me to help terminally ill children identify their most heartfelt wish and help bring the experience to life in a way that exceeds every expectation.
- Estate & Legacy Strategies
- Employee Stock Options
- Intergenerational Planning
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
My Personal Interests
- Spending Time with Family
Phone NumberJustin M Bjerke at (515) 965-7582
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