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 incorporated and has been SEC-registered as an investment adviser since 1976. FINTRX classifies ownership as a domestic entity with individual ownership and lists the firm’s internal classification as unclassified. The profile shows limited operational detail: the firm is not identified as a capital allocator, is not active on ESG investing, is not a multi-state adviser, and is not registered as a pension consultant or related adviser. FINTRX did not provide information about the firm’s client segments, fee schedule, or specific advisory business lines.

Assets & Accounts

Location & Offices

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

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth