Steven
Jolley
Alera Investment Advisors, LLC
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About this Advisor
Steven Jolley is a financial advisor based in Wayne, Pennsylvania, working with Alera Investment Advisors, LLC. Steven has previously held positions at Ameritas Investment Corp, Ameritas Life Insurance Corp, Walsh & Nicholson Financial Group, Major League Soccer, Fc Dallas-Major League Soccer, Red Bull New York, The Ascent Group, LLC, and Triad Advisors. Steven has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Steven is part of Alera Investment Advisors, LLC, which operates out of Wayne, Pennsylvania. The firm has 10 offices and 64 employees. The firm manages assets totaling $2.7 billion and serves high-net-worth clients. 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, selection of other advisers, and educational seminars. The fee structure at Alera Investment Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Alera Investment Advisors, LLC Brokerage Details
$2,732,341,341
64
3,323
$822,251
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
- Educational seminars/workshops
Steven Jolley Work History
Triad Advisors
The Ascent Group, LLC
Red Bull New York
Ameritas Investment Corp
Ameritas Life Insurance Corp
Walsh & Nicholson Financial Group
Major League Soccer
Fc Dallas-Major League Soccer
Disclosures
Please visit the SEC profile of Steven 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 Alera Investment Advisors, LLC
Deerfield, IL
Deerfield, IL
Virginia Beach, VA
Tacoma, WA
Deerfield, IL
Englewood, CO
Chicago, IL
St. Petersburg, FL
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