Terry Sapp, financial advisor Rocky Mount NC
96 score

Terry Sapp

CRD Number: 4561196
Current Firm: Jolley Asset Management, LLC

Terry Sapp (CRD# 4561196) is an Investment Advisor Representative working at Jolley Asset Management, LLC in Rocky Mount, NC and has over 17 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Jolley Asset Management, LLC Rocky Mount, NC Feb 2004 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2001
Contact Info for Terry W. Sapp
Phone Number: 252-451-1450
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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