Steven Jolly

Adviser/team AUM: $190,000,000

Move Details

Firm leaving Wells Fargo Advisors
Firm joining LPL Financial
Adviser(s) location

Fresno, CA

Date November 15, 2018

Latest Moves to LPL Financial

Adviser(s) Date announced
Greg SpicerDecember 18, 2018
Steve Pollock, Jane Rocks, Robert Litwin, Tom Becker and Michael SchneiderDecember 06, 2018
Tom QuirkDecember 04, 2018

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

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