Broker Check
Jules A. Klose, CFP® CRPC®

Jules A. Klose, CFP® CRPC®

CERTIFIED FINANCIAL PLANNERâ„¢ Professional

As a Financial Planner, Jules works closely with his clients to better their financial situations and put them on track to reach their goals. He partners with his clients, ensuring they make the right decisions over time.

Jules works with a wide range of clientele assisting with retirement planning, risk management, tax reduction, college savings, and the like. "My job is to gain an understanding of what's important to my clients, then provide a roadmap to show them how to do the things they want in life. Clients rely on me for guidance in an ever-changing world." Oftentimes Jules' relationships with clients begin soon after a significant life event such as starting a new job, marriage, first child, buying a home, or retirement.

Jules gets to know each of his clients on a personal basis and values the emotional impacts he can make. " I've witnessed the emotional transformation that occurs when someone decides to take control of their finances," said Jules. "Being involved in that is by far the best part of this job."

Raised by a commercial banker and middle school math teacher, Jules has been around numbers since the beginning. Jules' first stint in the industry began his Senior year at Roanoke College, interning with a successful advisor at Morgan Stanley. Shortly after graduating in 2014, he started with AXA Advisors where he learned the essentials to become a proficient advisor from impactful mentors he still keeps in touch with today. In 2017, through mutual connections, he was introduced to one of Tide Creek's managing partners and founders, Chris Varlotta. A few months later, Jules joined the firm and hasn't looked back since.

Jules currently resides in Locust Point, a quiet neighborhood in Baltimore, MD, with his girlfriend Megan and black lab puppy, Ozzy. In his spare time, Jules enjoys playing golf, going fishing, and spending time with friends and family.


Education

  • Roanoke College, B.S. in Business Administration, Accounting & Finance, 2014
  • The College of Financial Planning, Chartered Retirement Planning Counselor (CRPC®) Curriculum, 2016


Designations & Awards

  • Chartered Retirement Planning Counselor (CRPC®)
  • Investment Advisor Representative of MML Investors Services, LLC.