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Jolles Financial Employee Directory

Financial ServicesMaryland, United States2-10 Employees

Jolles Financial is a financial services firm established in 1985 that provides investment management and strategic wealth planning. Based in Woodstock, Maryland, the company emphasizes a relationship-driven approach focused on long-term guidance, aiming to help individuals, executives, and small business owners build value, identify gaps in their planning, and pursue retirement objectives. Its planning framework centers on wealth creation and asset protection to support financial stability, income replacement, and protection against disability, critical illness, or death, with an emphasis on unbiased advice and personalized service. The firm operates with a small team and serves clients at various life and career stages, seeking clear processes and professional support to align financial decisions with clients’ goals.

Find Jolles Financial employees' phone numbers or email addresses

Jolles Financial Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Jolles Financial's Leadership

  • Stylized image of a person
    B. J.
    Financial Advisor And Ceo
    Phone icon
  • Stylized image of a person
    B. J.
    Financial Advisor And Ceo
    Phone icon

Jolles Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Jolles Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. J.
    Financial Advisor And Ceo
    Phone icon
    United StatesMaryland
    Sep 23, 2025
  • Stylized image of a person
    B. J.
    Financial Advisor And Ceo
    Phone icon
    United StatesMaryland
    Aug 03, 2025

Frequently Asked Questions

What is Jolles Financial known for?

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Jolles Financial was founded in 1989 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Jolles Financial's company overview page for more information.

What is Jolles Financial's most common email format?

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Jolles Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Jolles Financial email formats with LeadIQ.

How many employees does Jolles Financial have currently?

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Jolles Financial has approximately 8 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Jolles Financial's key employees and leadership?

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As of July 2026, Jolles Financial's key employees include:

  • Financial Advisor And Ceo: B. J.
  • Financial Advisor And Ceo: B. J.

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