TrueAdvisor
TrueAdvisor
AJ
CFP
AJ
CFP

Angela Jolley

Aspire Capital Advisors LLC
24 Years of Experience
Mukilteo, WA
Sells Insurance
View SEC Summary
View SEC Summary

Angela Jolley is a CFP-designated registered investment advisor at Aspire Capital Advisors LLC, based in Mukilteo, WA, with 24 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 2,123 clients with $1.2B in assets under management.

Aspire Capital Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
2,123 clients
Average Client Portfolio
$581K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees range up to 1.00% annually and are paid quarterly in advance. Fees may be negotiable at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

627 5th Street, Unit 201, Mukilteo, WA, 98275

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Angela works as a financial advisor, providing financial planning, consulting, and investment management services, dedicating about half of her time to this. She also owns AFG Financial LLC, where she manages team members and sells life, disability, long-term care, and fixed annuities, spending about 10-20% of her time on this. Angela also owns and manages a rental condominium, spending minimal time on it.

Employment History
Current Registrations
Aspire Capital Advisors LLC
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
M. S. Howells & CO.Broker
July 2021 - July 2022 · 1 yr
Securities America, INC.Broker
November 2020 - July 2021 · 8 mos
Arbor Point Advisors
November 2020 - July 2021 · 8 mos
Kms Financial Services, INC.Broker
January 2018 - November 2020 · 2 yrs 10 mos
Kms Financial Services, INC
January 2018 - November 2020 · 2 yrs 10 mos
Fsic
December 2017 - January 2018 · 1 mo
FsicBroker
December 2017 - January 2018 · 1 mo
Fsic
August 2012 - December 2017 · 5 yrs 4 mos
FsicBroker
August 2012 - December 2017 · 5 yrs 4 mos
Hbw Advisory Services LLC
June 2009 - August 2012 · 3 yrs 2 mos
Hbw Securities LLCBroker
January 2006 - August 2012 · 6 yrs 7 mos
American General Securities IncorporatedBroker
October 2003 - December 2005 · 2 yrs 2 mos
Great American Advisors, INC.Broker
June 2003 - October 2003 · 4 mos
Woodbury Financial Services, INC.Broker
December 2002 - May 2003 · 5 mos
Banc of America Investment Services, INC.Broker
February 2001 - December 2001 · 10 mos
State Registrations1 state
WA
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.
More Advisors
More financial advisors in Mukilteo, WA →All financial advisors in Washington →