Frank
Jolley

Live Oak Private Wealth, LLC

CRD#1011372
Investment Advisor
in Rocky Mount, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Frank Jolley is a chartered financial analyst operating in Rocky Mount, North Carolina with 3 years of relevant experience. Jolley is an employee of Live Oak Private Wealth, LLC. Their career trajectory has included roles at Live Oak Private Wealth, LLC and Jolley Asset Management, LLC. Jolley holds a Series 63 license, which qualifies them as a securities broker, and can operate in North Carolina, South Carolina, Texas and Virginia. Live Oak Private Wealth, LLC is a company that has its headquarters in Wilmington, NC. The company has a total of 13 financial advisors. It handles $830 million in assets across its 949 accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm provides financial advisory services to nine charitable organizations. Of its 949 accounts, 53% are held by high-net-worth individuals who have at least $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 publication of newsletters. A financial advisor's fees usually vary depending on the type of services. However, fee types charged by Live Oak Private Wealth, LLC most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

3 years

Services Offered

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, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

210 Bryant Street Suite A
Rocky Mount, NC 27804

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Live Oak Private Wealth, LLC Brokerage Details

Total Assets Under Management

$830,021,821

NC Average: $3,625,019,099
Total Number of Employees

13

NC Average: 22
Total Number of Accounts

949

NC Average: 1,917
Average Account Size

$874,628

NC Average: $1,890,985

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
  • Publication of periodicals or newsletters

Frank Jolley Work History

Frank has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Live Oak Private Wealth, LLC

1998 - 2020 (22 years)

Jolley Asset Management, 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 Frank Jolley 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 Live Oak Private Wealth, LLC

Mary Bolton
Rocky Mount, NC
Daniel Hughes
Wilmington, NC
Jan Robillard
Rocky Mount, NC
William Collier
Rocky Mount, NC
Connor Keller
Wilmington, NC
Terry Sapp
Wilmington, NC
Andrew Basinger
Wilmington, NC
John Coleman
Wilmington, NC

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started