Angela
Jolley

Aspire Capital Advisors LLC

CRD#4337938
Investment Advisor
in Seattle, WA

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About this Advisor

Angela Jolley is a financial advisor based in Seattle, Washington, working with Aspire Capital Advisors LLC. Angela has previously held positions at Hbw Insurance & Financial Services, Inc, Fsic, Afg Financial, Kms Financial Services, Inc, Securities America, Inc, Arbor Point Advisors, Aspire Capital Advisors LLC, M.S. Howells & Co, and Kirkland Financial Adviser. Angela has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Angela is part of Aspire Capital Advisors LLC, which operates out of Seattle, Washington. The firm has 4 offices and 21 employees. The firm manages assets totaling $817.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Aspire Capital Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1815 North 45Th Street Suite 105
Seattle, WA 98103

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Aspire Capital Advisors LLC Brokerage Details

Total Assets Under Management

$817,666,295

WA Average: $3,566,627,242
Total Number of Employees

21

WA Average: 46
Total Number of Accounts

4,460

WA Average: 1,499
Average Account Size

$183,333

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Angela Jolley Work History

2021 - Present (3 years)

Aspire Capital Advisors LLC

2012 - Present (12 years)

Afg Financial

2021 - 2022 (1 year)

M.S. Howells & Co

2021 - 2022 (1 year)

Kirkland Financial Adviser

2020 - 2021 (1 year)

Securities America, Inc

2020 - 2021 (1 year)

Arbor Point Advisors

2018 - 2020 (2 years)

Kms Financial Services, Inc

2012 - 2018 (6 years)

Fsic

2003 - 2017 (14 years)

Hbw Insurance & Financial Services, Inc

Disclosures

Please visit the SEC profile of Angela 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 Aspire Capital Advisors LLC

Bryan Halicki
Seattle, WA
Emir Kljucanin
Seattle, WA
Michelle George
Seattle, WA
Michelle Fjetland
Kirkland, WA
Angela Jolley
Seattle, WA
Charles Scheinbaum
Seattle, WA
John Flavin
Seattle, WA
Timothy Bovey
Seattle, WA

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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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.

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