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Jonathan M Jolley

Good Life Advisors, LLC

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About Jonathan M Jolley

Jonathan Jolley is an investment advisor representative with Good Life Advisors, LLC in Columbia, South Carolina and Reading, Pennsylvania. Jonathan is a licensed investment advisor in South Carolina and Texas. He is also a registered representative with LPL Financial LLC. Jonathan has been in the financial services industry since 2019. He provides investment advisory services through Good Life Advisors, LLC. In addition to investment advisory services, he also provides financial planning services, educational seminars, and selection of other advisors. Jonathan is a graduate of the University of South Carolina. He holds a Series 7, Series 66, and SIE license. Jonathan is also a member of the National Association of Personal Financial Advisors. Jonathan is dedicated to providing his clients with personalized financial advice and guidance.

Firm Information

Jonathan Jolley is currently registered with Good Life Advisors, LLC. Good Life Advisors, LLC is a financial advisory firm based in Reading, PA. They provide a wide range of advisory services, including financial planning, portfolio management for individuals, and educational seminars. The firm has a strong focus on serving high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. They manage over $2.9 billion in assets and have over 100 investment advisor representatives and licensed agents on staff.
Good Life Advisors, LLC

2395 LANCASTER PIKE

READING, PA 19607

$2.90B

Assets Under Management

Not reported

Total Clients

90

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Planning subscription fee

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Jonathan Jolley’s Registration & Firm History

SC

11/29/2022 - Present

Good Life Advisors, LLC (Columbia SC)

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Licenses & Designations

BOTH

Issued 06/15/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/29/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/01/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jonathan M Jolley. Review regulatory record here.
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