Be advised. This firm is no longer registered.

Joule Financial

Joule Financial (CRD# 133783) is a financial advisory firm headquartered in Lexington, KY. They manage $276,816,431 in 1,519 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
1216 S. Broadway, Lexington, KY 40504
https://www.facebook.com/joulefinancial/
By the Numbers
  • Total Assets Under Management
    277
    MILLION
  • Total Number of Accounts
    1,519
    ACCOUNTS
  • Average Account Value
    $182,236
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IN, KY, NC, OH, TN, TX, VA

Financial Advisors at Joule Financial
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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