Steven
Jolly
Perennial Financial Services
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About this Advisor
Steven Jolly is a financial advisor based in Fresno, California, working with Perennial Financial Services. Steven has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Lpl Financial LLC, Ford Financial Group, LLC, and Perennial Financial Services. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Steven is part of Perennial Financial Services, which operates out of Fresno, California. The firm has 10 offices and 34 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Perennial Financial Services includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Perennial Financial Services Brokerage Details
$1,483,758,945
34
2,590
$572,880
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
Steven Jolly Work History
Perennial Financial Services
Lpl Financial LLC
Ford Financial Group, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Steven Jolly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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