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Joule Financial Employee Directory

Financial ServicesKentucky, United States2-10 Employees

Joule Financial is a financial services firm based at 1216 South Broadway, Lexington, Kentucky 40504, United States. The firm provides financial planning and wealth management services intended to help clients identify and achieve their financial goals. It operates as a fee-only fiduciary, obligated to place clients' best interests ahead of the firm's own. With a small staff of 2 to 10 employees, Joule Financial operates as a boutique advisor within the financial services industry. Reported annual revenue is in the range of $10 million to $25 million. The firm applies time-tested disciplined methodologies in financial and estate planning with the aim of producing measurable results from its wealth management and investment process.

Find Joule Financial employees' phone numbers or email addresses

Joule Financial Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Joule Financial's Leadership

  • Coo & Director Of Financial Planning at Joule Financial
    D. C.
    Coo & Director Of Financial Planning
    Mobile Phone
  • Md, Cio at Joule Financial
    Q. T.
    Md, Cio
    Mobile Phone
  • Advisor at Joule Financial
    L. G.
    Advisor
    Mobile Phone
  • Operations Associate at Joule Financial
    V. B.
    Operations Associate
    Mobile Phone
  • Support Advisor at Joule Financial
    A. D.
    Support Advisor
    Mobile Phone
  • Financial Planner at Joule Financial
    A. H.
    Financial Planner
    Mobile Phone
  • Client Relations at Joule Financial
    A. M.
    Client Relations
    Mobile Phone

Joule Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consultant
  • Other
  • Sales

Contact profiles from Joule Financial

Name
Title
Contact
Location
Last Update
  • Md, Cio at Joule Financial
    Q. T.
    Md, Cio
    Mobile Phone
    United States, Kentucky
    Mar 24, 2026
  • Coo & Director Of Financial Planning at Joule Financial
    D. C.
    Coo & Director Of Financial Planning
    Mobile Phone
    United States, Kentucky
    May 30, 2026
  • Advisor at Joule Financial
    L. G.
    Advisor
    Mobile Phone
    United States, Kentucky
    Apr 27, 2026
  • Operations Associate at Joule Financial
    V. B.
    Operations Associate
    Mobile Phone
    United States, Kentucky
    Oct 27, 2025
  • Support Advisor at Joule Financial
    A. D.
    Support Advisor
    Mobile Phone
    United States, Kentucky
    Oct 20, 2025
  • Financial Planner at Joule Financial
    A. H.
    Financial Planner
    Mobile Phone
    United States, Kentucky
    Mar 25, 2026
  • Client Relations at Joule Financial
    A. M.
    Client Relations
    Mobile Phone
    United States, Kentucky
    Apr 23, 2025

Frequently Asked Questions

What is Joule Financial known for?

Minus sign iconPlus sign iconJoule Financial was founded in 2001 and operates in the Financial Services industry. Explore Joule Financial's company overview page for more information.

What is Joule Financial's most common email format?

Minus sign iconPlus sign iconJoule Financial employees' email format typically follows the pattern of FLast@joulefinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Joule Financial email formats with LeadIQ.

How many employees does Joule Financial have currently?

Minus sign iconPlus sign iconJoule Financial has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Joule Financial's key employees and leadership?

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As of August 2026, Joule Financial's key employees include:

  • Coo & Director Of Financial Planning: D. C.
  • Md, Cio: Q. T.
  • Advisor: L. G.
  • Operations Associate: V. B.
  • Support Advisor: A. D.

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