Angela Marie Jolley
Investment adviser representative at Aspire Capital Advisors LLC
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Aspire Capital Advisors LLCJul 2021 to now
- Afg FinancialAug 2012 to now
- Kirkland Financial AdviserJul 2021 to Jul 2022
- M.S. Howells & Co.Jul 2021 to Jul 2022
- Arbor Point AdvisorsNov 2020 to Jul 2021
- Securities America, Inc.Nov 2020 to Jul 2021
- Kms Financial Services, IncJan 2018 to Nov 2020
- FsicAug 2012 to Jan 2018
- Hbw Insurance & Financial Services, Inc.May 2003 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (WA).
Aspire Capital Advisors LLC
$1.2BAssets managed
2,123Clients
13Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4337938
- Firm CRD
- 298366