Steven Jolly, financial advisor Fresno CA

Steven Jolly

CRD Number: 1841114
Current Firm: Perennial Financial Services

Steven Jolly (CRD# 1841114) is an Investment Advisor Representative working at Perennial Financial Services in Fresno, CA and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Perennial Financial Services Los Angeles, CA Jan 2023 - Current 1
Lpl Financial LLC Fresno, CA Oct 2018 - Current 5
Ford Financial Group, LLC Fresno, CA Oct 2018 - Current 5
Wells Fargo Clearing Services, LLC Fresno, CA Nov 2016 - Oct 2018 1
Wells Fargo Advisors LLC Fresno, CA May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1989
S65 NASAA Investment Advisors Law Examination Sep 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Steven J. Jolly
By the Numbers
  • Total Assets Under Management
    686
    MILLIONS
  • Total Number of Accounts
    2,918
    ACCOUNTS
  • Average Account Value
    $235,226
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

AZ, CA, CO, FL, ID, MN, NV, NY, OR, SD, TX, UT, VA, WA

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