JOE Jolly & Co, Inc.
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 7170
- Registered since
- January 12, 1976
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4Joseph Jolly
PrincipalCRD 260800

Matthew Parker
Vice PresidentCRD 2830791
Debra Degenshein
Administrative PrincipalCRD 2923781
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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