Brian Jolles is a ChFC-designated registered investment advisor, based in Columbia, MD, with 35 years of industry experience.
Location
10715 Little Patuxent Pkwy., Ste. 120, Columbia, MD, 21044
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is an insurance agent and CEO of Jolles Insurance, Inc., offering various insurance products and managing ancillary benefits, dedicating about a quarter of his time. He also holds a partnership in Jolles Properties, LLC for property management, and volunteers as president for NAIFA Maryland and We Promote Health, Inc.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Previous Registrations
Turning Point Financial
Regulus Financial Group, LLCBroker
Regal Investment Advisors LLC
Hilltop Securities Independent Network INC.
Hilltop Securities Independent Network INC.Broker
Questar Capital CorporationBroker
Questar Asset Management, INC.
LPL Financial LLC
LPL Financial LLCBroker
Medallion Investment Services, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Mimlic Sales CorporationBroker
H. Beck, INC.Broker
New York Life Securities CORP.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.