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 is listed in FINTRX as an SEC-registered adviser since 1976. Ownership is identified as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the snapshot and is not flagged as a capital allocator. The FINTRX entry flags several operational attributes: the firm is not identified as an active ESG investor, is not a multistate adviser, is not newly formed, and is not listed as a pension consultant or related adviser. The database record does not include a description of the firm's advisory services, fee schedule, client segments, or investment focus.
Assets & Accounts
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
Similar firms
NBC SECURITIES, INC.
Broker-DealerBirmingham, AL
BHK SECURITIES, LLC
Broker-DealerBirmingham, AL
SCA DEVELOPMENT, LLC
Broker-DealerBirmingham, AL
INVESTMENT DISTRIBUTORS, INC.
Broker-DealerBirmingham, AL
STONEX SECURITIES INC.
Broker-DealerBirmingham, AL
REDMONT CAPITAL MARKETS LLC
Broker-DealerBirmingham, AL