Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Stuart Jolles is a financial professional with over 30 years of experience in the financial services industry. Brian is a licensed Insurance Agent & CEO for Jolles Insurance, Inc. and a Partner in Jolles Properties, LLC. Brian is a Registered Investment Advisor Representative with Turning Point Financial. Brian holds Series 6, 7, 63 and 66 licenses as well as the SIE exam. Brian specializes in financial planning and portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
01/26/2025 - Present
Turning Point Financial (FREDERICK MD)
MD
06/21/2019 - 01/22/2024
REGULUS FINANCIAL GROUP, LLC (Ellicott City MD)
MD
01/29/2019 - 06/25/2019
HILLTOP SECURITIES INDEPENDENT NETWORK INC. (Ellicott City MD)
MD
03/28/2013 - 02/01/2019
QUESTAR CAPITAL CORPORATION (ELLICOTT CITY MD)
MD
07/07/2004 - 04/16/2013
LPL FINANCIAL LLC (ELLICOTT CITY MD)
MD
03/24/2000 - 07/01/2004
MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)
NY
01/28/1997 - 03/07/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/28/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MN
01/01/1994 - 12/04/1996
MIMLIC SALES CORPORATION (ST. PAUL MN)
NA
09/29/1986 - 01/28/1988
H. BECK, INC.
NA
02/23/1984 - 12/15/1986
NEW YORK LIFE SECURITIES CORP.
BOTH
Issued 12/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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