Steven Eric Jolley
Investment adviser representative at The Ascent Group, LLC
14 yearsExperience
1 stateRegistered in
$4.8BFirm assets
5 yearsFirm in business
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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
- Seminars and workshops
Experience
14 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- The Ascent Group, LLCMay 2021 to now
- Red Bull New YorkApr 2015 to now
- Major League SoccerJul 2012 to now
- Walsh & Nicholson Financial GroupJun 2012 to now
- Ameritas Investment CorpMay 2012 to now
- Ameritas Life Insurance CorpMay 2012 to now
- Triad AdvisorsFeb 2023 to Aug 2024
- Fc Dallas-major League SoccerMar 2014 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (PA).
The Ascent Group, LLC
$4.8BAssets managed
4,292Clients
20Advisers
5 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
- 5276989
- Firm CRD
- 314424