Justin
Jolly
Mutual Advisors, LLC
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About this Advisor
Justin Jolly is a financial advisor based in Camarillo, California, who has 1 year of industry experience. Jolly is on the advisory team at Mutual Advisors, LLC. Over the course of their career, they have held roles at Lpl Financial LLC, Pfg Advisors, Securities America, Inc, Mutual Securities, Inc and Mutual Advisors, LLC. Jolly maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina. Mutual Advisors, LLC is a financial advisory business operating out of Casper, WY. It has offices in 71 locations and a total of 262 financial advisors. It has $5 billion in total assets between its 20,842 client accounts, making it one of the biggest firms in the nation by assets under management. Of its 20,842 customer accounts, 16% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advisory services largely are based on which services are provided. However, fees charged by Mutual Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Advisors, LLC Brokerage Details
$5,305,999,278
262
20,842
$254,582
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Justin Jolly Work History
Justin has been registered as a financial advisor for 1 years.*
Mutual Securities, Inc
Mutual Advisors, LLC
Securities America, Inc
Pfg Advisors
Lpl Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Justin Jolly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mutual Advisors, LLC
San Jose, CA
Cincinnati, OH
San Antonio, TX
Saint Louis, MO
Camarillo, CA
Vancouver, WA
Hartford, CT
Morristown, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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