Broker Check
Brian Jolles, ChFC®, CLU®, CASL®, CEPA®

Brian Jolles, ChFC®, CLU®, CASL®, CEPA®

Financial Advisor

Brian has served in the financial industry since 1982. He founded Jolles Insurance in 1985 primarily as an employee benefits agency, building on a foundation of great service. In 2006, to better serve a growing client base, the agency expanded to include wealth management services. In 2012, as Jolles Insurance & Financial, the Jolles team began providing comprehensive wealth management and retirement planning.

In January of 2024, Jolles Financial merged with Turning Point Financial is Frederick, Maryland.  This merger provides the added value of an expanding team and the ability to provide comprehensive financial, insurance and tax planning.

Brian holds the Series 66 securities registration and has earned the designations of Chartered Life Underwriter (CLU®), Chartered Financial Consultant® (ChFC®) Chartered Advisor for Senior Living (CASL®) and is also a Certified Exit Planning Advisor (CEPA®).

Brian is a past President of the Maryland chapter of the National Association of Insurance and Financial Advisors (NAIFA).  As an Investment Advisor, Brian’s career has always reflected a passion to make a difference in people’s lives and his vision goes far beyond financial services. Following the loss of his brother and father to illnesses at early ages, he developed a passion for promoting wellness for his own family and his employees that quickly expanded into the community. He founded We Promote Health, Inc. in 2006, a non-profit focused on promoting wellness in schools, workplaces and community. He was recognized as one of the top 10 Health Promotion Professionals in the country in 2014, by the Wellness Council of America (WELCOA), the leading voice in workplace wellness. Jolles Financial continues to be a primary driver furthering the mission of We Promote Health.  Brian, and his wife Lisa, have two children, Matt and Phil and the couple have lived in Howard County for over 30 years.