Jolliffe Capital, Inc.

Jolliffe Capital, Inc. (CRD# 140725) is a financial advisory firm headquartered in Westminster, CO. They manage $135,826,140 in 365 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    365
    ACCOUNTS
  • Average Account Value
    $372,126
Compensation Options
  • A percentage of assets under your management
  • 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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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.

CO, FL, GA, NE

Financial Advisors at Jolliffe Capital, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Patrick S. Jolliffe
CRD#: 2531902
1802 First Avenue, Scottsbluff, NE 69361
96
Wealthminder
score

Patrick Jolliffe (CRD# 2531902) is an Investment Advisor Representative working at Jolliffe Capital, Inc. in Scottsbluff, NE and has over 18 years of experience in the finance industry. Patrick Jolliffe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Christopher D. Metscher
CRD#: 3230689
3570 E 12th Ave, Suite 200, Denver, CO 80206
96
Wealthminder
score

Christopher Metscher (CRD# 3230689) is an Investment Advisor Representative working at Jolliffe Capital, Inc. in Denver, CO and has over 17 years of experience in the finance industry. Christopher Metscher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Bradley D. Campbell
CRD#: 4599228
Denver, CO
93
Wealthminder
score

Bradley Campbell (CRD# 4599228) is an Investment Advisor Representative working at Jolliffe Capital, Inc. in Denver, CO and has over 13 years of experience in the finance industry.

4
David B. Crandell
CRD#: 858962
1620 Broadway, Suite C-2, Scottsbluff, NE 69361
93
Wealthminder
score

David Crandell (CRD# 858962) is an Investment Advisor Representative working at Jolliffe Capital, Inc. in Scottsbluff, NE and has over 35 years of experience in the finance industry.

5
Mark C. Espy
CRD#: 4296722
11858 Bradburn Blvd, Westminster, CO 80031
93
Wealthminder
score

Mark Espy (CRD# 4296722) is an Investment Advisor Representative working at Jolliffe Capital, Inc. in Westminster, CO and has over 15 years of experience in the finance industry.

6
Mark T. Jordan
CRD#: 1376067
Two Ravinia Drive, Suite 500, Atlanta, GA 30346
93
Wealthminder
score

Mark Jordan (CRD# 1376067) is an Investment Advisor Representative working at Jolliffe Capital, Inc. in Atlanta, GA and has over 31 years of experience in the finance industry.

7
Shawn M. Mercer
CRD#: 4470276
400 S Colorado Blvd, 210, Glendale, CO 80246
93
Wealthminder
score

Shawn Mercer (CRD# 4470276) is an Investment Advisor Representative working at Jolliffe Capital, Inc. in Glendale, CO and has over 6 years of experience in the finance industry.

8
Wilbert E. Oakley
CRD#: 4612563
3595 W Lake Mary Blvd, Lake Mary, FL 32746
93
Wealthminder
score

Wilbert Oakley (CRD# 4612563) is an Investment Advisor Representative working at Jolliffe Capital, Inc. in Lake Mary, FL and has over 9 years of experience in the finance industry.

9
R Allan Jensen
CRD#: 6165674
11858 Bradburn Blvd, Westminster, CO 80031
88
Wealthminder
score

R Allan Jensen (CRD# 6165674) is an Investment Advisor Representative working at Jolliffe Capital, Inc. in Westminster, CO and has 1 year of experience in the finance industry.

10
John B. Kearns
CRD#: 1286358
11858 Bradburn Blvd, Westminster, CO 80031
69
Wealthminder
score

John Kearns (CRD# 1286358) is an Investment Advisor Representative working at Jolliffe Capital, Inc. in Westminster, CO and has over 31 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.