Stacy Jolley, financial advisor Chattanooga TN

Stacy Jolley

CRD Number: 6304516
Current Firm: Ubs Financial Services Inc.

Stacy Jolley (CRD# 6304516) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chattanooga, TN and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Denver, CO Sep 2017 - Current 6
Raymond James Financial Services Advisors Inc. Cookeville, TN Oct 2014 - Aug 2017 2
Genesis House, Inc. Cookeville, TN Oct 2014 - Aug 2017 2
Raymond James Financial Services, Inc. Cookeville, TN Mar 2014 - Aug 2017 3
Luna & Herren Investment Group Cookeville, TN Feb 2014 - Aug 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Stacy N. Jolley
Phone Number: 201-352-3000
Registered State(s):
  • CO
  • TN
By the Numbers
  • Total Assets Under Management
    600,809
    MILLIONS
  • Total Number of Accounts
    1,077,471
    ACCOUNTS
  • Average Account Value
    $557,610
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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