Jule E. Eldridge, III

Jule brings over 25 years of experience in helping clients achieve their financial goals. Throughout his career, he has taken pride in seeing clients attain financial independence, meet their retirement income needs, and grow their investment portfolios.

"Two traits that are so important in our business are honesty and trust," said Jule. "Turning over a lifetime of savings to be managed by someone is a huge responsibility and not something that I take lightly."

Jule takes a holistic approach when meeting with clients, reviewing their current investment plans and considering any significant life-changing events that may impact financial planning. "I listen to my clients and provide guidance based on their unique situations. Patience is key, as not all investors have the same level of knowledge and risk tolerance," he explains.

A 1995 graduate of Wofford College with a Bachelor's Degree in Business Economics, Jule began his financial services journey as a business banker at Wachovia Bank. While working full-time and assisting commercial banking clients, he earned his MBA from Francis Marion University in 2000. In the same year, he transitioned to a financial advisor role at Wachovia Investments, now Wells Fargo Advisors, to better serve clients and their families in investment planning. Jule spent 20 years with Wells Fargo Advisors before co-founding Crescent Advisory Partners of Raymond James in January 2020. "Raymond James has a well-earned reputation as a conservative investment bank, and I believe their technology and offerings are truly outstanding," he states.

Jule is actively involved in his community. He serves on the board of the McLeod Health Foundation and is a graduate of the McLeod Fellows program. He has chaired the Finance Committee and Board of Trustees at Central United Methodist Church. He is also a longtime member of the Florence Rotary Club, having served as President, Secretary, and Sergeant of Arms, and has held several terms on the Florence Museum Board of Directors. Additionally, Jule is involved with All Saints Episcopal Day School, serving on the Board of Directors and as Treasurer.

Originally from Sumter, South Carolina, Jule now resides in Florence with his wife, Mary Glenn, and their three children. In his free time, he enjoys playing golf, watching college football, and spending time with his family.