Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jules? Claim Your ProfileJules Francois Jouvenat is a financial advisor with The Mather Group, LLC. Jules has been in the financial services industry since 2005 and holds a Series 6, 7, 63, and 65 license, as well as the SIE exam. Jules has also earned the Certified Financial Planner designation. Jules has previously worked for Charles Schwab and Co., Inc. and USAA Financial Advisors, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of total net worth
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2
IL
03/25/2024 - Present
THE Mather Group, LLC (CHICAGO IL)
TX
09/22/2021 - 02/29/2024
VANGUARD MARKETING CORPORATION (Plano TX)
TX
05/23/2020 - 09/20/2021
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
08/30/2011 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
CA
07/12/2011 - 08/18/2011
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
02/11/2009 - 12/21/2010
WADDELL & REED, INC. (BREA CA)
CA
08/03/2005 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (YORBA LINDA CA)
IA
Issued 03/20/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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