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Jules R. Blakely, MBA

Jules R. Blakely, MBA

Financial Advisor

Jules is a Financial Advisor at Capital Planners, a Lifetime Financial Growth Company (LFG). LFG is a regional privately held wealth management firm with offices in 6 states and 9 major metropolitan cities in the mid-central United States. The firm ranks among the top financial services firms in the country, with over 230 Financial professionals, serving more than 67,000 clients.

Jules and his team help busy professionals and families make their dreams become reality. His mission is to create long lasting relationships with his clients by helping/coaching/mentoring them while implementing solid financial strategies. Jules strives to provide excellence in service and innovative financial product design, by helping clients reach their financial objectives in the creation, maximization, protection and most importantly the enjoyment of their wealth. Jules is an advocate for clients, guiding them to make informed financial decisions that reflect their core values.

Jules played Division I golf at Cleveland State where he was a three-year captain and takes pride in being a leader, competitor and most importantly a great teammate. While at Cleveland State Jules studied Finance for undergrad and also completed a Master's in Business Administration. Jules enjoys going to professional sports events (Browns, Guardians, Cavs), going out to eat and spending time on the golf course with friends.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.