Jolley Asset Management, LLC

Jolley Asset Management, LLC (CRD# 113600) is a financial advisory firm headquartered in Rocky Mount, NC. They manage $229,974,278 in 362 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    230
    MILLION
  • Total Number of Accounts
    362
    ACCOUNTS
  • Average Account Value
    $635,288
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Jolley Asset Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Frank G. Jolley
CRD#: 1011372
210 Bryant Street, Suite A, Rocky Mount, NC 27804
96
Wealthminder
score

Frank Jolley (CRD# 1011372) is an Investment Advisor Representative working at Jolley Asset Management, LLC in Rocky Mount, NC and has over 36 years of experience in the finance industry.

2
Terry W. Sapp
CRD#: 4561196
210 Bryant Street, Suite A, Rocky Mount, NC 27804
96
Wealthminder
score

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.

3
William H. Collier
CRD#: 1123362
210 Bryant Street, Suite A, Rocky Mount, NC 27804
93
Wealthminder
score

William Collier (CRD# 1123362) is an Investment Advisor Representative working at Jolley Asset Management, LLC in Rocky Mount, NC and has over 34 years of experience in the finance industry.

4
Jan P. Robillard
CRD#: 5301244
210 Bryant Street, Suite A, Rocky Mount, NC 27804
93
Wealthminder
score

Jan Robillard (CRD# 5301244) is an Investment Advisor Representative working at Jolley Asset Management, LLC in Rocky Mount, NC and has over 10 years of experience in the finance industry.

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