WJ
WJ

William Jollie

23 Years of Experience
New York, NY

William Jollie is a registered investment advisor at Quent Capital, LLC, based in New York, NY, with 23 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 368 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
368 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$1.6B

Fee Structure

Quent Capital's annual investment management fee is negotiable and generally ranges from 0.50% to 1.00%. The fee is based on the value of the account on the last day of each calendar quarter and is billed in arrears. Fees are deducted from the client’s account when possible. The firm may reduce or waive its fee in its sole discretion.

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Location

1120 Avenue of the Americas, 4th Floor, New York, NY, 10036

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Quent Capital, LLC
June 2024 - Present · 1 yr 11 mos
Previous Registrations
People's United Advisors, INC.
August 2021 - December 2022 · 1 yr 4 mos
People's Securities, INC.Broker
November 2016 - September 2022 · 5 yrs 10 mos
Gfa Securities, LLCBroker
February 2006 - November 2016 · 10 yrs 9 mos
Sei Investments Distribution CO.Broker
May 2001 - March 2005 · 3 yrs 10 mos
Dean Witter Reynolds INC.Broker
August 1999 - November 2000 · 1 yr 3 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.