Justin Jolly
Advisor at PFG Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
PFG Advisors
Location
West Jefferson, NC
Credentials
Series 63, Series 65
Industry experience
18 years
Fee options
Flat fees generally range from $100 to $5,000 for financial planning services
$0+: Negotiable up to 1.95% annually (variable fixed, linear or tiered fee schedules) $0+: Maximum fee 1.95% annually
Commissions charged by dually licensed IARs through affiliated broker-dealer UPFSA for certain products
Hourly rates range from $100 to $1,000
Subscription-based financial planning fees, negotiated and charged monthly, quarterly, semi-annually or annually
Account minimum: $25,000 Fee-only: Fee-based investment advisory services including asset management and financial planning fees
Work history
United Planners
2025 - Present (1 year)
Osaic Wealth, Inc.
2024 - 2025 (1 year)
PFG Advisors
2024 - Present (2 years)
Mutual Securities, Inc.
2022 - 2024 (2 years)
Mutual Advisors, LLC.
2022 - 2024 (2 years)
Securities America, inc.
2017 - 2022 (5 years)
PFG Advisors
2015 - 2022 (7 years)
LPL FINANCIAL LLC
2008 - 2017 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Jason S
Series 66
West Jefferson, NC
Edward Jones
Wiley M
Series 63, Series 66
Jefferson, NC
Edward Jones
Alberto T
Series 63, Series 65
Grassy Creek, NC
Wells Fargo Clearing
Jonathan S
Series 66
West Jefferson, NC
Cetera
Randal C
Series 66
Lansing, NC
Ameriprise
Christopher F
Series 63, Series 65
West Jefferson, NC
LPL Financial
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