Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Ann Jolley is a registered Investment Advisor Representative with IRA Group, Inc. Judith has been in the securities industry since 1994. Prior to joining IRA Group, Inc., Judith worked with LPL Financial LLC, Fidelity Investments Institutional Services Company, Inc., and John Hancock Distributors, Inc. Judith holds Series 6, 7, 26, 63, and 66 licenses and is a graduate of the SIE exam. Judith is also the owner of Cabin Coffee of Blairsville in Georgia.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Project flat fees
1
2
GA
12/22/2016 - Present
IRA Group, Inc. (ATLANTA GA)
GA
02/01/2010 - 12/31/2014
LPL FINANCIAL LLC (ATLANTA GA)
KY
05/30/1995 - 02/12/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
MA
06/27/1994 - 11/10/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/27/1994 - 11/10/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 03/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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