Jules Joern,
First Vice President, Wealth Management AdvisorNMLS #1199353
Our journey begins with establishing a personal relationship to allow me to best understand your current needs as well as future dreams and desires including your comfort with risk. By maintaining a close relationship with all of my clients, we jointly commit to a plan that is always relevant to where they are financially in what is a highly dynamic environment.
I have the experience and tools to enable you to meet your short and long term objectives. Wealth accumulation, preservation and transfer; retirement planning; trust and estate services; education planning; banking, credit and lending through Bank of America are some of the areas that I’m able to provide guidance.
My valued relationships with clients are based on trust, open communication, transparency and respect. My business, which is built upon these relationships, represents a sacred bond that I consider among the most important of my life.
In the increasingly complicated universe of financial planning, allow me to be your guide.
Jules Joern was raised in New York City and Philadelphia where she graduated from Tyler School of Art. After moving to Santa Fe in 1995 she worked as a fine art painter which she continues to this day. In 2011 Jules joined Merrill and mastered the Series 7 and 66 in 2011 and 2012 respectively. In 2021 she earned her CERTIFIED FINANCIAL PLANNER™ certification.
Jules lives with her Husband, David Jenkins, a former Fire Fighter with the Santa Fe fire department and current Assistant District Attorney, and their dog Charlie in the Second Street neighborhood. In her spare time, Jules paints, cooks, runs Atalaya and gardens 11 months out of the year. In December you’ll find her making toffee for clients, friends and family.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as The Food Depot and Espanola Humane . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
