Jules Joern
,
First Vice President, Wealth Management Advisor
NMLS #1199353
123 East Marcy St
Santa Fe, NM 87501
505.982.6591
Learn more about an advisor's background on
My professional mission is to provide my clients and their families, elite personal service and custom solutions to achieve their goals and build wealth while providing objective information in a simple and easy to understand process.
Profile

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.

About Me
Welcome

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.

Meet Our Professional Staff
Martha L Goff
Wealth Management Client Associate
505.982.6578
Anthony D Baca
Wealth Management Client Associate
505.982.6587
Jeana M Baca
Officer, Wealth Management Client Associate - Resident Director Assistant
505.982.6588
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Joe L. Pierce
Regional Lending Specialist
Bank of America, N.A.
NMLS #1054311
Merrill Lynch Logo
Haylee Waller
Wealth Management Banking Specialist
Merrill
About Merrill

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Juliana Joern is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI.