J Earle Financial, LLC

No man is an island, entire of itself.

– John Donne.

 

We are all connected.

Let us create and coordinate sound connections with you, your loved ones, and those on your personal business team.

 

Managing Agent

Fiduciary / Managing Agent

As a seasoned professional, we coordinate and administer the myriad of financial and operational affairs for individuals, families, and self-directed personal trusts and estates, including, but not limited to: Read More

 

Probate Court Appointed Fiduciary

Probate Court Appointed Fiduciary

As probate appointed fiduciary, we handle most of the same duties as the managing agent fiduciary except under direct oversight of the Court. According to the Court, the fiduciary handles: Read More

Private Family Foundation and Endowment Administration

Private Family Foundation and Endowment Administration

We bring extensive experience in administering family foundations and endowment relationships. The services we provide include the following: Read More

Trust Department Consulting and Outsourcing

Trust Department Consulting and Outsourcing

We have experience as a consultant for legal counsel, accountants, financial advisors, and banks in many functions of fiduciary administration ranging from department overall compliance to trust operations. Read More

About F Jordan Earle

J Earle Financial

Commercial Banker, Company Founder, and Managing Director with over 25 years of experience in the financial services industry. Demonstrated leadership as a director on multiple foundation and non-profit boards, including grant writing support.

Read More