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Jules Chapple

Jules Chapple

Senior Operations Administrator

Special Strength: Slayer of paperwork - prophet for the paperless world.

Goal: Cover every account detail and issue to keep the process moving forward and ensure client and firm success.

Focus: Account opening and servicing, transferring assets, executing trades; internally oversees AJW’s compliance operations

Interests: Perfecting the science of the smoker and the art of barbeque. Enjoying the company of her two-legged and four-legged friends. Being Auntie Jules. Reeling in a good-sized walleye. Hanging out with fiancée Carly and spending as much time as possible at their cabin and on the boat.

Her Colleagues Say: “Jules is a hard-working wise-cracker who brings in barbeque for everyone.  What’s not to like about that. “

Jules grew up in the Mounds View area and took courses at Columbus State Community College while living in Columbus Ohio for 2 years, Go Buckeyes! From there she worked at a couple of financial services firms, servicing client accounts for a number of advisors. She spent her first 4 years in the industry working for AdvisorNet Financial, which provides services to independent advisors, including AJW Financial. 

Joining AJW in 2015, Jules' is our longest tenured Senior Client Customer Associate. She's the first responder to client calls and is a guru at compliance and troubleshooting!