Steven
Jolley
The Ascent Group, LLC
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About this Advisor
Steven Jolley is a financial advisor based in Wayne, Pennsylvania, with 2 years of industry experience. Jolley works at The Ascent Group, LLC. Throughout their career, they have worked 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. Jolley has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. The Ascent Group, LLC is a registered investment company headquartered in Virginia Beach, VA. It has offices in nine locations and a total of 30 people on staff. It oversees $3 billion in assets across its 5,077 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 14 charities and foundations. Of its 5,077 accounts, 18% are held by high-net-worth individuals who have more than $1 million in assets. The firm offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services typically depend on which services the firm provides the client. Fee types billed by The Ascent Group, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Ascent Group, LLC Brokerage Details
$2,526,906,387
30
5,077
$497,716
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 Jolley Work History
Steven has been registered as a financial advisor for 2 years.*
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
*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 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 The Ascent Group, LLC
Virginia Beach, VA
Wayne, PA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Wayne, PA
Virginia Beach, VA
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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