Johns Brothers Financial is an independent, tax-integrated financial planning and retirement wealth management practice located on Village Drive in Viera, Florida. Led by a multidisciplinary team of dual-credentialed Certified Public Accountants and Certified Financial Planner™ professionals—Carl Johns Jr., MST, CPA, CFP® and Jessica Whitehurst, JD, CPA, CFP®—the practice helps retirees and pre-retirees across Viera, Suntree, Rockledge, and Melbourne coordinate fiduciary portfolio management with multi-year tax minimization and estate planning.
Official Verification Sources: FINRA BrokerCheck Profile (Carl Johns Jr., MST, CPA, CFP®); SEC IAPD Individual Profile (Jessica Whitehurst, JD, CPA, CFP®); SEC Investment Adviser Public Disclosure (Cetera Investment Advisers LLC); Johns Brothers Financial Official Website
Issuer: SEC / FINRA (Cetera Investment Advisers LLC)
Notes: SEC File #801-20406; fiduciary investment advisory services offered through Cetera Investment Advisers LLC (CRD #105644) and securities offered through Cetera Financial Specialists LLC (CRD #10358).
Issuer: CFP Board / AICPA / FINRA
Notes: Led by Carl Johns Jr., MST, CPA, CFP® (CRD #2779179, Master of Science in Taxation and 30+ years of experience) and Jessica Whitehurst, JD, CPA, CFP® (CRD #7004315, Emory University Law JD and UF accounting graduate).
Factual details and direct answers about Johns Brothers Financial's services, licensing, and credentials.
Do the advisors at Johns Brothers Financial in Viera hold both CPA and CFP® credentials?
Yes, both principals hold dual CPA and CFP® designations: Carl Johns Jr., MST, CPA, CFP® (CRD #2779179) also holds a Master's in Taxation, and Jessica Whitehurst, JD, CPA, CFP® (CRD #7004315) also holds a Juris Doctor degree.
How does Johns Brothers Financial integrate tax planning with retirement portfolio management?
Because the firm is led by CPAs and CFP® professionals, every investment allocation, IRA withdrawal, Required Minimum Distribution, and Roth conversion is modeled alongside federal tax brackets and Medicare IRMAA thresholds.
Where is Johns Brothers Financial located in Viera?
The office is located in Viera Village Center at 5425 Village Drive, Building B, Suite 103, Viera, Florida 32955.
Connect with complementary legal, financial, and residential providers serving seniors in Viera and Brevard County.
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
How to Find the Right Financial Planner →
Checklist for evaluating fiduciary credentials, fee structures, and SEC/FINRA records.
Financial Planning for Florida Seniors →
Strategies for retirement income, long-term care funding, and tax efficiency in Florida.
Florida Senior Property Tax Exemptions →
Homestead exemptions and Save Our Homes assessment caps for Florida senior homeowners.
Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.