Jules Norton, Financial Advisor

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Sustainable investing
  • Intergenerational Planning
  • College Savings
  • Hispanic Family Finances

About Jules

I am fascinated by stories. Getting lost in a good book is one of my favorite past times. As a financial advisor, I want to know your story. Who are you? What do you love? What scares you? What is your big, wild dream?

Once I know those answers, I want to empower you to write the best narrative of your own life, by providing you with straightforward financial advice. I will help you overcome the conflicts and plot twists that arise in the years to come by employing the Edward Jones established process. I will work with you for...

Work History

  • Edward JonesMarch 2016 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Biola UniversityBachelor of Fine Arts

Personal Interests

  • Art & Theater
  • Gardening
  • Pets
  • Tennis
  • Social Responsibility

Team Members

  • Jessa Reeb
    Branch Office Administrator
  • Kristen Storz
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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