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 on their boat as possible.
Her Colleagues Say: “Jules is a hard-working wise-cracker who brings in barbeque for everyone. What’s not to like about that. “
Jules graduated from Mounds View High School and spent time taking courses at Columbus State Community College while living in Columbus Ohio for 2 years, Go Buckeyes! Jules has 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.
As our longest tenured Operations Administrator, Jules’ role has evolved from basic processing to being a first responder to client calls as well as taking over the role of compliance guru to keep AJW on top of its game!