Jayci Teresa Jolley

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2024 → Present
  J.W. Cole Financial, Inc
  Tampa, FL
• 12/2019 → 08/2021
  Mission At Community Assisted Living
  Centerfield, UT
• 08/2021 → 07/2022
  Intermountain Health Home Health
  Mt Pleasant, UT
• 08/2022 → 04/2025
  Utah Valley University
  Orem, UT
• 08/2021 → 04/2022
  Snow College
  Ephraim, UT
• 04/2019 → Present
  Jo Jewelry
  Ephraim, UT
• 01/2016 → 05/2021
  Grade School
  Manti, UT

Other Businesses

(1) Jo Jewelry; Not investment related; 843 E 1070 S; Ephraim, UT 84627; Owner; Making and selling handmade jewelry; Start 4/19/2022; 5 hours/month, 0 during trading hours. (2) Axio Wealth Management LLC; DBA; Investment related; 826 E. State St. Ste 205; American Fork, UT 84003; Client Experience Specialist; Start 8/5/2024; 160 hours/month, 100 hours/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2026-07-16