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Current Employers
Alera Investment Advisors, Llc

Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-05-20
  • PA RA
    APPROVED
    Since 2024-05-20

Branch Locations

119 W. Wayne Ave, Wayne, PA 19087 • United States

The Ascent Group, Llc

192 Ballard Court Suite 400, Virginia Beach, VA 23462 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-05-14
  • PA RA
    APPROVED
    Since 2021-05-14

Branch Locations

119 W. Wayne Ave, Wayne, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Investment Corp Lincoln NE 05/2012 Present
Ameritas Life Insurance Corp Lincoln NE 05/2012 Present
Walsh & Nicholson Financial Group Lincoln NE 06/2012 Present
Major League Soccer New York NY 07/2012 Present
Fc Dallas-Major League Soccer Frisco TX 03/2014 10/2019
Red Bull New York Harrison NJ 04/2015 Present
The Ascent Group, Llc Wayne PA 05/2021 Present
Triad Advisors Norcross GA 02/2023 08/2024
Osaic Wealth, Inc. Wayne PA 08/2024 Present
  • 05/2012 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 05/2012 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 06/2012 → Present
    Walsh & Nicholson Financial Group
    Lincoln, NE
  • 07/2012 → Present
    Major League Soccer
    New York, NY
  • 03/2014 → 10/2019
    Fc Dallas-Major League Soccer
    Frisco, TX
  • 04/2015 → Present
    Red Bull New York
    Harrison, NJ
  • 05/2021 → Present
    Wayne, PA
  • 02/2023 → 08/2024
    Triad Advisors
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Wayne, PA
Previous Registrations
Other Businesses

1)Alera Group,Inc;investment related;3 Parkway N,Deerfield,IL 60015;employed by Alera Group;associate;1/2/2023;160 hrs/month;130 hrs during trading;continue to act as a RR,IAR,and insurance agent as applicable to continue serving my existing clients as well as new clients 2)The Ascent Group;investment related;5029 Corporate Woods Drive,Suite 200,Virginia Beach,VA 23462;SEC registered RIA;investment advisor representative;5/15/2021;160 hrs/month;130 hrs during trading;provide investment advice to clients in return for an advisory fee 3)Fixed insurance-multiple carriers;investment related;119 W Wayne Ave,Wayne,PA 19087;licensed as an independent insurance agent for the purpose of selling fixed insurance products;broker;6/4/2012;160 hrs/month;130 hrs during trading;sell fixed insurance products 4)Red Bull New York;not investment related;600 Cape May St,Harrison,NJ 07029;game radio color analyst for their radio network;radio analyst;4/1/2015;10 hrs/month;0 hrs during trading;radio personality for games for Red Bull NY in Major League Soccer, provide commentary 5)Walsh & Nicholson Financial Group;investment related;119 W Wayne Ave,Wayne,PA 19087;licensed as an independent insurance agent for the purpose of selling fixed insurance products;EVP,senior advisor;6/1/2012;160 hrs/month;130 hrs during trading;dba marketing name 6)Major League Soccer;not investment related;420 Fifth Ave,7th Floor,New York,NY 10018;matchday evaluator for Major League Soccer games;matchday evaluator;6/1/2012;4 hrs/month;0 hrs during trading;provide game analysis for Major League Soccer/league office 7)Youth Soccer Coach;not investment related;112 Lowrys Ln,Bryn Mawr,PA 19010;youth soccer coach with limited responsibilities;youth soccer coach;8/21/2021;4 hrs/month;0 hrs during trading;youth soccer coach for local soccer club,Radnor Soccer Club

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-26
  • S66 Uniform Combined State Law Examination
    2012-07-26
Other Names
  • Steve Eric Jolley

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