For more than 24 years, Jule has helped his clients pursue the goals that are important to them, whether it is reaching financial independence, meeting the income needs of retirees, or growing their investment portfolios. Jule enjoys offering his clients the combined benefits of many years of banking and investment experience.
Jule graduated from Wofford College in 1995 with a bachelor’s degree in business administration. He began his financial services career with Wachovia Bank as a business banker. During this time, he earned his MBA from Francis Marion University in 2000 while working full time assisting his commercial banking clients. Jule became a financial advisor for Wachovia Investments, now known as Wells Fargo Advisors, in 2000 in order to assist current and future clients and their families with their investment planning. He continued working with Wells Fargo Advisors for 19 years until he became one of the founders of Crescent Advisory Partners, an affiliate of Raymond James, in January 2020.
Jule is active in his community and his civic leadership roles include serving as a board member of the McLeod Health Foundation, where he serves on the governance and grants committees. He also served as chairman of the board of trustees and chairman of the finance committee at Central United Methodist Church. Jule is a longtime member of the Florence Rotary Club, where he served as president, secretary and sergeant of arms. He also served several terms as a member of the Florence Museum Board of Directors.
Jule is from Sumter, South Carolina, and today lives in Florence, South Carolina, with his wife, Mary Glenn, and their children, Jule IV, Thomas and Mary Margaret. In his free time, he enjoys playing golf, watching college football and spending time with his family.
Raymond James is not affiliated with any of the companies mentioned.