JOE Jolly & Co, Inc.

Broker-DealerFINRA MemberEst. 1976
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Birmingham, Alabama
CRD number
7170
Registered since
January 12, 1976

Firm profile

FINTRX

Overview

JOE Jolly & Co, Inc. is organized as a corporation and has been registered with the SEC since 1976. Public-facing disclosures about the firm's business model and client work are minimal: the firm did not provide descriptions of its advisory activities, fee schedule, or typical client types in the available data. What is documented about the firm's operating profile is narrow. It is classified as an unclassified entity and is identified as a domestic entity with individual ownership. The firm is not listed as a capital allocator, does not identify as an active ESG investor, is not registered as a multi-state adviser, and is neither described as a pension consultant nor as a related adviser. There are no recorded industry awards, affiliations, or third-party activity descriptions in the source material.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Joseph Jolly

    PrincipalCRD 260800

  • Matthew Parker

    Matthew Parker

    Vice PresidentCRD 2830791

  • Debra Degenshein

    Administrative PrincipalCRD 2923781

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Birmingham, AL

Jefferson

Location

Birmingham, AL

Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area
Birmingham-Hoover-Talladega, AL
Region
South
County
Jefferson
Address
420 N 20 Streetsuite 2350
Time zone
CT (UTC-6)
Office locations

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