Brian
Jolles
Turning Point Financial
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About this Advisor
Brian Jolles is a financial advisor based in Frederick, Maryland, working with Turning Point Financial. Brian has previously held positions at Jolles Financial, Questar Capital Corporation, Questar Asset Management, Hilltop Securities Independent Network Inc, Regal Investment Advisors, LLC, Regulus Financial Group, and Turning Point Financial. Brian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maryland. Currently, Brian is part of Turning Point Financial, which operates out of Frederick, Maryland. The firm has 1 office and 18 employees. The firm manages assets totaling $310.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Turning Point Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Turning Point Financial Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$310,006,374
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
18
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1,836
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$168,849
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brian Jolles Work History
Turning Point Financial
Regal Investment Advisors, LLC
Regulus Financial Group
Jolles Financial
Hilltop Securities Independent Network Inc
Questar Capital Corporation
Questar Asset Management
Disclosures
Please visit the SEC profile of Brian Jolles to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Turning Point Financial
Frederick, MD
Frederick, MD
Frederick, MD
Frederick, MD
Camp Hill, PA
Frederick, MD
Frederick, MD
Frederick, MD
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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