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Joshua Janssen
Market Research Analyst at Capital Wealth Planning, LLC
About
Joshua Janssen is currently a Market Research Analyst at Capital Wealth Planning, LLC, headquartered in Bonita Springs, FL. In this capacity, he is responsible for supporting investment decision-making through comprehensive analysis of market trends, macroeconomic factors, and sector performance, particularly with a focus on U.S. equities and income-oriented strategies as relevant to the firm's core offerings.
Prior to joining Capital Wealth Planning, Joshua served in an analyst capacity at Columbia Pacific Capital Partners and held a long-term operations role as File Clerk at Janssen Law LLC, where he developed valuable skills in data management and organizational efficiency. His career is characterized by analytical rigor and an ability to distill actionable insights from complex financial data sets.
Joshua holds a Bachelor of Business Administration (BBA) with a double major in Finance and Business Intelligence & Analytics from Saint Mary's University of Minnesota. His expertise spans financial markets research and investment analytics, with a demonstrated ability to evaluate and communicate investment opportunities primarily within public equities and dividend strategy sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Capital Wealth Planning, LLC | Market Research Analyst | Jul 2023 to Present | — |
| Columbia Pacific Capital Partners | May 2023 to Aug 2023 | • Researched companies in the technology industry, specifically in the lower middle market. <br>• Helped design presentations, industry reports, buyers and sellers lists, and blog posts for sending ou... | |
| Janssen Law LLC | File Clerk | Jun 2016 to Jun 2023 | — |
| Artisan Partners | Temporary Associate | Jul 2021 to Aug 2021 | • Acquired skills in understanding the client reporting division • Gained insight into large corporate culture |
| IronHold Capital | Investment Analyst | Nov 2020 to Jun 2021 | — |
| Delaware North | Supplies runner | Oct 2017 to Jan 2019 | Assisted in providing products and services for the patrons at Green Bay Packer games |
| Investing From the 920 Podcast | Podcast Producer | Apr 2020 to Nov 2020 | I created my own investing podcast where I analyze stocks and share information about the companies. |
| Doug's Take 5 | Food Server | Jun 2020 to Aug 2020 | — |
Education
Saint Mary's University of Minnesota
Bachelor of Business Administration - BBA, Finance and Business Intelligence & Analytics Double Major
2019 — 2023
Notre Dame Academy (Notre Dame de la Baie Academy)
2015 — 2019
Others at Capital Wealth Planning, LLC (8)
| Name | Role | Location |
|---|---|---|
| West Managing Director | Newport Beach, CA , United States | |
J Jay Fortuna | Managing Director-National Accounts, Senior Vice President | New York, NY , United States |
J Jodi Phillips | Assistant Vice President | Naples, FL , United States |
J Josh Miller | Regional Managing Director | Orlando, FL , United States |
| Lead Portfolio Manager | Naples, FL , United States | |
R Ryland Mathews | Trading Systems Analyst | Tampa, FL , United States |
| Managing Director | West | Fayetteville, GA , United States | |
| Managing Director and SVP- Advisor Relationship Managment | Naples, FL , United States |
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