Joshua P. Carter, CFP - Northwestern Mutual

Joshua P. Carter, CFP - Northwestern Mutual Josh is a Wealth Management Advisor helping families define, build, and enjoy prosperous lives.

Our mission is to help guide our clients to realize their full potential and strive towards their definition of financial security through establishing attainable and meaningful goals, developing a personalized plan, and executing custom-tailored solutions to their unique needs. We will become an advocate for you vision, helping to organize your financial life and identify the necessary actions th

at will make your vision a reality. As your financial partner, we will walk down your path together, taking on both the challenges and the opportunities that are inevitable in this changing world.

06/10/2026

Let me help you get the right financial plan in place, so the big stuff AND the little stuff feel lighter. Let’s get started on yours today.

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte...
06/09/2026

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte, chief investment officer of Northwestern Mutual Wealth Management, breaks down what investors should know. http://spr.ly/6189B8LMlc

I can help make sure your budget is ready for a new house or condo. Reach out so you can go house hunting with confidenc...
06/08/2026

I can help make sure your budget is ready for a new house or condo. Reach out so you can go house hunting with confidence. http://spr.ly/6189BBGFrt

06/04/2026

Many things can be true at once. I can help you set up a financial plan to prepare for it all.

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Nor...
06/02/2026

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Northwestern Mutual Wealth Management CIO Brent Schutte examines what’s underneath the gains and why diversification still matters. http://spr.ly/6188B8ic0a

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that...
06/01/2026

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. http://spr.ly/6183BBNCu9

05/27/2026

Let’s not let your money sit around. I can help you put it to work with the right financial plan. Reach out to learn more.

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Co...
05/27/2026

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the economic data and markets news investors need to know. http://spr.ly/6182B8V8SG

05/21/2026

Let’s normalize talking about your finances. Reach out to me and we’ll get the conversations started.

Address

4345 Southpoint Boulevard, Suite 400
Jacksonville, FL
32216

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 5pm

Telephone

+19045983581

Website

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