Jonathan Jolley
Jonathan Jolley is a registered investment advisor at Good Life Advisors, LLC, based in Columbia, SC, with 6 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 15,732 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Good Life Advisors offers investment management services where fees are negotiated with a maximum of 3.0% of the portfolio's market value. Fees are billed quarterly in advance. Clients can terminate the agreement with 30 days' written notice and receive a pro-rated refund of unearned fees. Good Life Advisors also participates in third-party asset management programs where fees are set by the program sponsor.
Location
2000 Center Point Rd, Suite 2220, Columbia, SC, 29210
Get directionsHistory
Regulatory History (1)
Financial
March 2016Other Business ActivitiesSells Insurance
Jonathan operates his LPL business under Cornerstone Financial Management and provides investment advisory services through Good Life Advisors, LLC, dedicating full-time hours to each. He also engages in non-variable insurance activities through Southern Health & Retirement Planning, The Cason Group, and Good Life IA, spending a few hours per week on these combined activities.
Employment History
Current Registrations
Good Life Advisors, LLC
LPL Financial LLCBroker
State Registrations2 states
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.